-36.9%
CCI vs DOCU
-71.0%
+34.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.4% |
| 7D | -0.1% | -5.5% | +5.4% | +0.4% |
| 30D | +28.4% | +12.6% | +15.7% | +26.9% |
| 3M | +20.0% | +36.4% | -16.4% | +16.1% |
| 6M | +0.8% | +66.8% | -66.0% | -4.5% |
| YTD | +3.6% | +13.5% | -9.9% | +1.4% |
| 1Y | +6.1% | +11.3% | -5.2% | +3.9% |
| 3Y | +7.2% | +92.1% | -84.8% | -4.5% |
| All | -36.9% | -71.0% | +34.1% | -39.8% |
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