-49.3%
CCL vs DOCU
+104.2%
-153.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +0.9% |
| 7D | +3.1% | -5.5% | +8.7% | +4.7% |
| 30D | +13.7% | +12.6% | +1.1% | +9.9% |
| 3M | +3.8% | +36.4% | -32.6% | -5.4% |
| 6M | +9.3% | +66.8% | -57.5% | -6.5% |
| YTD | -1.1% | +13.5% | -14.6% | -7.1% |
| 1Y | +14.6% | +11.3% | +3.3% | +8.0% |
| 3Y | +146.4% | +92.1% | +54.3% | +94.2% |
| 5Y | +21.9% | -71.0% | +92.8% | +22.3% |
| All | -49.3% | +104.2% | -153.6% | -70.7% |
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