+75.0%
CDNS vs DOCU
-71.9%
+146.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.5% | -5.0% |
| 7D | -9.1% | -3.2% | -5.9% | -8.3% |
| 30D | -13.4% | +15.7% | -29.1% | -17.0% |
| 3M | -7.6% | +37.3% | -44.9% | -16.1% |
| 6M | -11.9% | +63.1% | -75.1% | -24.3% |
| YTD | -0.4% | +15.4% | -15.7% | -6.5% |
| 1Y | -4.9% | +11.3% | -16.3% | -10.1% |
| 3Y | +24.8% | +92.1% | -67.3% | -2.5% |
| 5Y | +75.0% | -70.5% | +145.5% | +78.2% |
| All | +75.0% | -71.9% | +146.8% | +78.2% |
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 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