+117.1%
CDE vs DOCU
-71.6%
+188.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -6.9% | -7.0% |
| 7D | +14.0% | -3.4% | +17.4% | +14.7% |
| 30D | -10.7% | +9.3% | -20.0% | -12.4% |
| 3M | -15.8% | +30.2% | -46.0% | -20.2% |
| 6M | -17.5% | +62.1% | -79.7% | -25.4% |
| YTD | -14.1% | +13.5% | -27.7% | -17.6% |
| 1Y | +2.9% | +11.5% | -8.6% | -0.8% |
| 3Y | +625.5% | +89.5% | +536.0% | +505.6% |
| 5Y | +117.1% | -69.6% | +186.7% | +104.0% |
| All | +117.1% | -71.6% | +188.7% | +104.0% |
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