-7.4%
CDE vs DOCU
+18.5%
-25.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -9.6% | +4.1% | -13.7% | -9.5% |
| 30D | -6.7% | +7.4% | -14.0% | -6.6% |
| 3M | -24.2% | +26.0% | -50.2% | -24.2% |
| 6M | -29.1% | +79.2% | -108.3% | -28.3% |
| YTD | -21.5% | +18.1% | -39.6% | -10.4% |
| 1Y | -7.4% | +20.5% | -27.9% | +4.3% |
| All | -7.4% | +18.5% | -25.9% | +4.3% |
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