+184.8%
CFG vs DOCU
+94.9%
+89.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +1.8% | -3.7% | +5.5% | +2.3% |
| 30D | +3.3% | +15.0% | -11.7% | +1.1% |
| 3M | -9.8% | +39.9% | -49.7% | -14.7% |
| 6M | +5.2% | +66.2% | -61.0% | -4.0% |
| YTD | +16.1% | +17.7% | -1.6% | +12.5% |
| 1Y | +33.7% | +13.7% | +20.0% | +30.3% |
| All | +184.8% | +94.9% | +89.9% | +109.6% |
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