+29.3%
CCI vs DOCU
+107.7%
-78.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.0% |
| 6M | +4.8% | +63.1% | -58.4% | -0.4% |
| YTD | +6.4% | +15.4% | -9.0% | +4.0% |
| 1Y | +6.5% | +11.3% | -4.9% | +4.3% |
| 3Y | +8.6% | +92.1% | -83.4% | -1.8% |
| 5Y | -35.3% | -70.5% | +35.2% | -34.9% |
| All | +29.3% | +107.7% | -78.4% | +8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling