+31.1%
CCI vs DOCU
+111.8%
-80.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.4% |
| 7D | +5.0% | -3.7% | +8.8% | +5.4% |
| 30D | +36.4% | +15.0% | +21.4% | +34.6% |
| 3M | +20.4% | +39.9% | -19.5% | +16.4% |
| 6M | +4.9% | +66.2% | -61.2% | -0.4% |
| YTD | +7.8% | +17.7% | -9.9% | +5.2% |
| 1Y | +7.3% | +13.7% | -6.4% | +4.9% |
| 3Y | +10.1% | +95.9% | -85.8% | -0.7% |
| 5Y | -34.8% | -71.7% | +36.9% | -34.1% |
| All | +31.1% | +111.8% | -80.8% | +9.3% |
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