+201.6%
CDE vs DOCU
-78.0%
+279.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.5% |
| 7D | +0.5% | +6.9% | -6.4% | -0.7% |
| 30D | +21.9% | +19.0% | +2.9% | +18.0% |
| 3M | +14.9% | +34.3% | -19.4% | +8.4% |
| 6M | -10.5% | +48.0% | -58.5% | -18.0% |
| YTD | +19.3% | 0.0% | +19.2% | +17.7% |
| 1Y | +50.8% | -10.3% | +61.1% | +51.5% |
| 3Y | +782.3% | +32.4% | +749.9% | +690.5% |
| All | +201.6% | -78.0% | +279.6% | +184.5% |
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