+742.2%
CDNS vs DOCU
+104.6%
+637.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | +2.1% | -4.8% | +6.9% | +3.6% |
| 30D | -4.6% | +9.4% | -14.0% | -7.4% |
| 3M | -0.8% | +29.0% | -29.8% | -8.8% |
| 6M | -7.2% | +62.3% | -69.5% | -20.8% |
| YTD | +7.7% | +13.7% | -6.0% | +1.2% |
| 1Y | +3.5% | +11.5% | -8.0% | -2.4% |
| 3Y | +31.2% | +94.2% | -63.0% | +0.3% |
| 5Y | +84.5% | -71.7% | +156.3% | +116.4% |
| All | +742.2% | +104.6% | +637.6% | +482.2% |
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