+73.0%
CF vs DOCU
+33.7%
+39.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -6.9% | -3.3% |
| 7D | +6.0% | +6.9% | -0.9% | +5.9% |
| 30D | +14.8% | +19.0% | -4.1% | +14.4% |
| 3M | +14.1% | +34.3% | -20.2% | +13.2% |
| 6M | +28.5% | +48.0% | -19.5% | +26.9% |
| YTD | +74.9% | 0.0% | +74.9% | +75.6% |
| 1Y | +61.7% | -10.3% | +72.0% | +63.0% |
| All | +73.0% | +33.7% | +39.3% | +67.9% |
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