-89.0%
RIVN vs DOCU
-68.9%
-20.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -2.6% |
| 7D | -3.7% | -0.4% | -3.3% | -3.5% |
| 30D | 0.0% | +12.9% | -12.9% | -5.8% |
| 3M | -17.2% | +35.1% | -52.3% | -28.9% |
| 6M | -3.8% | +76.2% | -80.0% | -28.3% |
| YTD | -31.3% | +17.2% | -48.5% | -38.9% |
| 1Y | -24.9% | +16.4% | -41.3% | -33.1% |
| 3Y | -12.1% | +95.6% | -107.7% | -47.5% |
| 5Y | -89.0% | -68.5% | -20.5% | -87.5% |
| All | -89.0% | -68.9% | -20.1% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling