+269.5%
CF vs DOCU
+107.7%
+161.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.1% | +6.3% |
| 7D | +0.4% | -3.2% | +3.6% | +0.6% |
| 30D | +2.2% | +15.7% | -13.5% | +1.2% |
| 3M | +2.1% | +37.3% | -35.2% | -0.3% |
| 6M | -6.5% | +63.1% | -69.7% | -10.1% |
| YTD | +55.6% | +15.4% | +40.2% | +53.0% |
| 1Y | +42.3% | +11.3% | +31.0% | +40.3% |
| 3Y | +55.7% | +92.1% | -36.3% | +44.2% |
| 5Y | +122.4% | -70.5% | +192.9% | +136.3% |
| All | +269.5% | +107.7% | +161.9% | +150.0% |
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