-28.1%
CCJ vs DOCU
+11.4%
-39.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.0% | -2.7% | -4.8% |
| 7D | -18.2% | -3.2% | -14.9% | -18.4% |
| 30D | -26.5% | +15.7% | -42.2% | -25.6% |
| 3M | -27.5% | +37.3% | -64.8% | -25.8% |
| 6M | -40.3% | +63.1% | -103.4% | -38.1% |
| YTD | -25.3% | +15.4% | -40.7% | -16.5% |
| 1Y | -28.1% | +11.3% | -39.4% | -18.0% |
| All | -28.1% | +11.4% | -39.5% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling