+6.8%
CI vs DOCU
+33.7%
-26.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.3% |
| 7D | +1.3% | +6.9% | -5.6% | +1.4% |
| 30D | +4.4% | +19.0% | -14.6% | +4.6% |
| 3M | +0.7% | +34.3% | -33.6% | +1.0% |
| 6M | +0.3% | +48.0% | -47.7% | +0.8% |
| YTD | +3.8% | 0.0% | +3.8% | +4.5% |
| 1Y | -5.5% | -10.3% | +4.8% | -4.7% |
| All | +6.8% | +33.7% | -26.8% | -3.7% |
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