+700.6%
CDNS vs DOCU
+104.2%
+596.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.2% |
| 7D | -2.4% | -5.5% | +3.1% | -0.8% |
| 30D | -10.2% | +12.6% | -22.8% | -13.5% |
| 3M | -5.5% | +36.4% | -41.9% | -14.5% |
| 6M | -9.9% | +66.8% | -76.7% | -23.7% |
| YTD | +2.3% | +13.5% | -11.1% | -3.7% |
| 1Y | -1.4% | +11.3% | -12.7% | -7.0% |
| 3Y | +28.1% | +92.1% | -64.0% | -1.8% |
| 5Y | +79.7% | -71.0% | +150.7% | +109.0% |
| All | +700.6% | +104.2% | +596.4% | +453.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling