+518.2%
CEG vs DOCU
-39.3%
+557.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +6.0% | +4.5% |
| 7D | -4.7% | -5.5% | +0.8% | -4.0% |
| 30D | -16.6% | +12.6% | -29.2% | -18.1% |
| 3M | -4.1% | +36.4% | -40.5% | -8.8% |
| 6M | -22.3% | +66.8% | -89.1% | -29.0% |
| YTD | -28.9% | +13.5% | -42.4% | -31.2% |
| 1Y | -28.5% | +11.3% | -39.8% | -30.6% |
| 3Y | +104.3% | +92.1% | +12.2% | +79.5% |
| All | +518.2% | -39.3% | +557.5% | +471.2% |
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