+5.6%
CDE vs DOCU
+11.6%
-6.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.6% | +8.7% |
| 7D | +1.1% | -3.7% | +4.8% | +1.0% |
| 30D | -14.5% | +15.0% | -29.4% | -14.4% |
| 3M | -10.1% | +39.9% | -50.0% | -10.3% |
| 6M | -16.9% | +66.2% | -83.0% | -16.2% |
| YTD | -18.1% | +17.7% | -35.8% | -6.1% |
| 1Y | +5.6% | +13.7% | -8.1% | +22.8% |
| All | +5.6% | +11.6% | -6.0% | +22.8% |
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