+118.4%
CDE vs DOCU
-71.0%
+189.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | +18.1% | -5.5% | +23.6% | +19.2% |
| 30D | -6.2% | +12.6% | -18.9% | -8.4% |
| 3M | -1.2% | +36.4% | -37.5% | -7.1% |
| 6M | -17.4% | +66.8% | -84.2% | -25.7% |
| YTD | -13.1% | +13.5% | -26.6% | -16.6% |
| 1Y | +7.3% | +11.3% | -4.0% | +3.4% |
| 3Y | +522.0% | +92.1% | +429.9% | +418.7% |
| All | +118.4% | -71.0% | +189.5% | +103.1% |
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