-91.8%
RIVN vs DOCU
-69.6%
-22.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.6% | -5.2% |
| 7D | -10.5% | +4.1% | -14.6% | -12.1% |
| 30D | -5.9% | +7.4% | -13.3% | -9.2% |
| 3M | -23.0% | +26.0% | -49.0% | -31.5% |
| 6M | -14.6% | +79.2% | -93.8% | -36.8% |
| YTD | -38.2% | +18.1% | -56.3% | -45.2% |
| 1Y | -25.7% | +20.5% | -46.2% | -35.0% |
| 3Y | -24.8% | +96.4% | -121.2% | -55.1% |
| All | -91.8% | -69.6% | -22.2% | -90.9% |
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