+648.0%
CCJ vs DOCU
+104.6%
+543.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.7% |
| 7D | +2.7% | -4.8% | +7.5% | +3.5% |
| 30D | -14.4% | +9.4% | -23.8% | -15.8% |
| 3M | -22.6% | +29.0% | -51.6% | -26.3% |
| 6M | -35.4% | +62.3% | -97.8% | -41.3% |
| YTD | -17.6% | +13.7% | -31.3% | -21.0% |
| 1Y | -18.1% | +11.5% | -29.7% | -21.2% |
| 3Y | +79.6% | +94.2% | -14.6% | +51.7% |
| 5Y | +175.3% | -71.7% | +247.0% | +185.8% |
| All | +648.0% | +104.6% | +543.4% | +463.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling