+21.3%
CCL vs DOCU
-71.9%
+93.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.6% | -4.8% |
| 7D | +2.6% | -3.2% | +5.8% | +3.9% |
| 30D | +11.3% | +15.7% | -4.4% | +5.2% |
| 3M | +0.3% | +37.3% | -37.0% | -12.2% |
| 6M | +16.1% | +63.1% | -47.0% | -6.2% |
| YTD | -1.6% | +15.4% | -16.9% | -10.3% |
| 1Y | +11.8% | +11.3% | +0.5% | +2.9% |
| 3Y | +139.6% | +92.1% | +47.5% | +63.1% |
| 5Y | +21.3% | -70.5% | +91.8% | +19.5% |
| All | +21.3% | -71.9% | +93.1% | +19.5% |
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