+625.5%
CDE vs DOCU
+94.3%
+531.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -6.9% | -7.0% |
| 7D | +14.0% | -3.4% | +17.4% | +14.5% |
| 30D | -10.7% | +9.3% | -20.0% | -12.2% |
| 3M | -15.8% | +30.2% | -46.0% | -19.7% |
| 6M | -17.5% | +62.1% | -79.7% | -24.7% |
| YTD | -14.1% | +13.5% | -27.7% | -15.8% |
| 1Y | +2.9% | +11.5% | -8.6% | +1.3% |
| 3Y | +625.5% | +89.5% | +536.0% | +470.2% |
| All | +625.5% | +94.3% | +531.1% | +470.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling