+86.9%
CDNS vs DOCU
-71.6%
+158.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | +2.4% | -3.4% | +5.8% | +3.4% |
| 30D | -6.0% | +9.3% | -15.3% | -8.5% |
| 3M | -0.1% | +30.2% | -30.3% | -7.9% |
| 6M | -8.6% | +62.1% | -70.7% | -21.2% |
| YTD | +6.1% | +13.5% | -7.4% | 0.0% |
| 1Y | +0.8% | +11.5% | -10.7% | -4.7% |
| 3Y | +26.8% | +89.5% | -62.7% | -0.5% |
| 5Y | +86.9% | -69.6% | +156.5% | +88.4% |
| All | +86.9% | -71.6% | +158.5% | +88.4% |
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