+169.3%
CDW vs DOCU
+110.9%
+58.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.0% | +1.6% |
| 7D | +2.6% | -0.4% | +3.0% | +2.7% |
| 30D | +20.4% | +12.9% | +7.5% | +17.6% |
| 3M | +28.5% | +35.1% | -6.6% | +21.1% |
| 6M | +70.6% | +76.2% | -5.6% | +52.9% |
| YTD | +29.1% | +17.2% | +11.9% | +23.7% |
| 1Y | +23.8% | +16.4% | +7.4% | +18.5% |
| 3Y | -14.5% | +95.6% | -110.1% | -26.9% |
| 5Y | -1.6% | -68.5% | +66.9% | +3.4% |
| All | +169.3% | +110.9% | +58.4% | +85.2% |
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