-2.3%
CDW vs DOCU
-71.6%
+69.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.2% | +12.5% | +12.6% |
| 7D | +3.7% | -3.7% | +7.5% | +4.5% |
| 30D | +26.0% | +15.0% | +11.1% | +22.5% |
| 3M | +10.1% | +39.9% | -29.8% | +2.6% |
| 6M | +26.1% | +66.2% | -40.1% | +13.7% |
| YTD | +25.9% | +17.7% | +8.2% | +19.9% |
| 1Y | +21.5% | +13.7% | +7.9% | +16.3% |
| 3Y | -15.7% | +95.9% | -111.6% | -28.2% |
| 5Y | -2.3% | -71.7% | +69.4% | -6.1% |
| All | -2.3% | -71.6% | +69.3% | -6.1% |
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