+492.8%
CEG vs DOCU
-38.3%
+531.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.2% |
| 7D | -9.4% | -3.2% | -6.2% | -9.0% |
| 30D | -20.2% | +15.7% | -35.9% | -22.0% |
| 3M | -9.5% | +37.3% | -46.7% | -14.0% |
| 6M | -25.0% | +63.1% | -88.1% | -31.2% |
| YTD | -31.9% | +15.4% | -47.2% | -34.2% |
| 1Y | -33.7% | +11.3% | -45.0% | -35.6% |
| 3Y | +108.7% | +92.1% | +16.6% | +83.4% |
| All | +492.8% | -38.3% | +531.0% | +446.5% |
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