-17.6%
CCJ vs DOCU
+18.5%
-36.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.2% | -1.4% |
| 7D | -0.8% | +4.1% | -4.9% | -0.4% |
| 30D | -13.2% | +7.4% | -20.5% | -12.5% |
| 3M | -27.6% | +26.0% | -53.7% | -25.8% |
| 6M | -38.7% | +79.2% | -117.9% | -35.4% |
| YTD | -22.7% | +18.1% | -40.8% | -14.8% |
| 1Y | -17.6% | +20.5% | -38.1% | -10.3% |
| All | -17.6% | +18.5% | -36.1% | -10.3% |
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 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