+85.9%
CDE vs DOCU
+107.7%
-21.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.6% |
| 7D | +4.2% | -3.2% | +7.4% | +4.7% |
| 30D | -14.8% | +15.7% | -30.5% | -16.8% |
| 3M | -16.1% | +37.3% | -53.3% | -20.5% |
| 6M | -14.5% | +63.1% | -77.6% | -21.7% |
| YTD | -17.9% | +15.4% | -33.2% | -21.0% |
| 1Y | +3.2% | +11.3% | -8.1% | -0.1% |
| 3Y | +467.7% | +92.1% | +375.6% | +390.3% |
| 5Y | +111.0% | -70.5% | +181.5% | +114.9% |
| All | +85.9% | +107.7% | -21.8% | +83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling