+6.3%
CCI vs DOCU
+80.0%
-73.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.5% | -2.2% |
| 7D | -0.4% | +6.9% | -7.3% | -1.0% |
| 30D | +2.7% | +19.0% | -16.3% | +0.9% |
| 3M | -18.2% | +34.3% | -52.5% | -20.6% |
| 6M | -14.8% | +48.0% | -62.8% | -18.2% |
| YTD | -12.6% | 0.0% | -12.6% | -13.3% |
| 1Y | -16.7% | -10.3% | -6.5% | -16.8% |
| 3Y | -10.5% | +32.4% | -42.9% | -16.0% |
| 5Y | -51.4% | -77.9% | +26.5% | -49.8% |
| All | +6.3% | +80.0% | -73.7% | -9.9% |
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