+77.4%
CDNS vs DOCU
-78.0%
+155.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.7% | -7.7% | -5.0% |
| 7D | -14.0% | +6.9% | -20.9% | -15.6% |
| 30D | -13.2% | +19.0% | -32.2% | -17.6% |
| 3M | -28.9% | +34.3% | -63.2% | -35.1% |
| 6M | -4.2% | +48.0% | -52.2% | -15.1% |
| YTD | -6.4% | 0.0% | -6.4% | -8.1% |
| 1Y | -16.2% | -10.3% | -5.9% | -15.9% |
| 3Y | +20.2% | +32.4% | -12.2% | +4.1% |
| All | +77.4% | -78.0% | +155.4% | +110.9% |
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