-35.3%
CCI vs DOCU
-71.9%
+36.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.6% | -1.1% |
| 7D | +2.4% | -3.2% | +5.6% | +2.7% |
| 30D | +33.2% | +15.7% | +17.5% | +31.3% |
| 3M | +25.0% | +37.3% | -12.3% | +20.9% |
| 6M | +4.8% | +63.1% | -58.4% | -0.6% |
| YTD | +6.4% | +15.4% | -9.0% | +3.9% |
| 1Y | +6.5% | +11.3% | -4.9% | +4.3% |
| 3Y | +8.6% | +92.1% | -83.4% | -3.2% |
| 5Y | -35.3% | -70.5% | +35.2% | -38.4% |
| All | -35.3% | -71.9% | +36.6% | -38.4% |
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