-25.0%
CDW vs DOCU
+33.7%
-58.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.9% |
| 7D | +3.2% | +6.9% | -3.7% | +1.4% |
| 30D | +9.3% | +19.0% | -9.7% | +4.2% |
| 3M | +9.8% | +34.3% | -24.5% | +1.2% |
| 6M | +23.3% | +48.0% | -24.7% | +11.3% |
| YTD | +13.7% | 0.0% | +13.6% | +10.6% |
| 1Y | -6.5% | -10.3% | +3.8% | -7.3% |
| All | -25.0% | +33.7% | -58.7% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling