+146.4%
CDW vs DOCU
+107.7%
+38.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.2% | -5.8% |
| 7D | -4.1% | -3.2% | -0.9% | -3.5% |
| 30D | +16.7% | +15.7% | +1.1% | +13.5% |
| 3M | +13.6% | +37.3% | -23.7% | +6.7% |
| 6M | +17.0% | +63.1% | -46.1% | +6.5% |
| YTD | +18.1% | +15.4% | +2.8% | +13.5% |
| 1Y | +10.5% | +11.3% | -0.9% | +6.6% |
| 3Y | -20.9% | +92.1% | -113.0% | -32.1% |
| 5Y | -9.3% | -70.5% | +61.2% | -3.7% |
| All | +146.4% | +107.7% | +38.7% | +70.0% |
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