+211.9%
CB vs DOCU
+107.7%
+104.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | +2.6% | -3.2% | +5.8% | +2.7% |
| 30D | +11.2% | +15.7% | -4.5% | +10.6% |
| 3M | +5.7% | +37.3% | -31.5% | +4.6% |
| 6M | +15.9% | +63.1% | -47.2% | +13.8% |
| YTD | +20.2% | +15.4% | +4.8% | +19.2% |
| 1Y | +32.4% | +11.3% | +21.1% | +31.5% |
| 3Y | +75.5% | +92.1% | -16.6% | +69.6% |
| 5Y | +105.5% | -70.5% | +176.0% | +106.0% |
| All | +211.9% | +107.7% | +104.2% | +170.7% |
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