+110.4%
CB vs DOCU
-71.6%
+181.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +5.3% | -3.7% | +9.0% | +5.4% |
| 30D | +13.2% | +15.0% | -1.7% | +12.6% |
| 3M | +7.8% | +39.9% | -32.2% | +6.4% |
| 6M | +15.8% | +66.2% | -50.4% | +13.4% |
| YTD | +21.0% | +17.7% | +3.3% | +19.9% |
| 1Y | +32.2% | +13.7% | +18.5% | +31.1% |
| 3Y | +76.7% | +95.9% | -19.2% | +69.5% |
| 5Y | +110.4% | -71.7% | +182.0% | +107.7% |
| All | +110.4% | -71.6% | +181.9% | +107.7% |
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 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