+346.1%
CCJ vs DOCU
-78.0%
+424.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.6% |
| 7D | +0.7% | +6.9% | -6.2% | -0.6% |
| 30D | +6.9% | +19.0% | -12.1% | +2.8% |
| 3M | -11.6% | +34.3% | -45.9% | -17.5% |
| 6M | -16.2% | +48.0% | -64.2% | -24.2% |
| YTD | +10.1% | 0.0% | +10.1% | +8.1% |
| 1Y | +32.3% | -10.3% | +42.5% | +32.5% |
| 3Y | +171.3% | +32.4% | +138.9% | +137.6% |
| All | +346.1% | -78.0% | +424.1% | +396.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling