+708.3%
CDNS vs DOCU
+112.5%
+595.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | +1.0% | +4.1% | -3.1% | -0.2% |
| 30D | -2.0% | +7.4% | -9.3% | -4.2% |
| 3M | -0.2% | +26.0% | -26.2% | -7.5% |
| 6M | -8.9% | +79.2% | -88.1% | -24.4% |
| YTD | +3.3% | +18.1% | -14.7% | -3.9% |
| 1Y | +2.2% | +20.5% | -18.3% | -5.8% |
| 3Y | +22.4% | +96.4% | -74.0% | -6.8% |
| 5Y | +78.0% | -69.5% | +147.5% | +104.0% |
| All | +708.3% | +112.5% | +595.8% | +452.7% |
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