+978.6%
CIEN vs DOCU
+112.5%
+866.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.8% | -5.3% | -4.7% |
| 7D | +15.3% | +4.1% | +11.2% | +14.5% |
| 30D | -22.0% | +7.4% | -29.3% | -23.0% |
| 3M | -36.6% | +26.0% | -62.7% | -39.8% |
| 6M | -51.5% | +79.2% | -130.6% | -57.5% |
| YTD | +20.0% | +18.1% | +1.9% | +12.9% |
| 1Y | +44.5% | +20.5% | +23.9% | +35.0% |
| 3Y | +539.0% | +96.4% | +442.6% | +426.1% |
| 5Y | +356.8% | -69.5% | +426.3% | +387.3% |
| All | +978.6% | +112.5% | +866.1% | +558.3% |
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