-42.9%
CAG vs DOCU
+110.9%
-153.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -2.4% |
| 7D | -1.8% | -0.4% | -1.3% | -1.8% |
| 30D | +9.7% | +12.9% | -3.3% | +9.4% |
| 3M | +0.5% | +35.1% | -34.6% | -0.1% |
| 6M | +8.9% | +76.2% | -67.3% | +7.9% |
| YTD | -8.4% | +17.2% | -25.5% | -8.7% |
| 1Y | -8.3% | +16.4% | -24.7% | -8.7% |
| 3Y | -36.1% | +95.6% | -131.7% | -37.7% |
| 5Y | -40.1% | -68.5% | +28.4% | -39.1% |
| All | -42.9% | +110.9% | -153.9% | -51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling