+63.3%
CLF vs DOCU
+107.7%
-44.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.0% | -10.3% | -11.8% |
| 7D | -21.0% | -3.2% | -17.8% | -20.4% |
| 30D | -8.0% | +15.7% | -23.7% | -10.9% |
| 3M | -10.9% | +37.3% | -48.2% | -17.1% |
| 6M | +5.8% | +63.1% | -57.3% | -6.0% |
| YTD | -15.1% | +15.4% | -30.5% | -19.7% |
| 1Y | +7.2% | +11.3% | -4.1% | +2.2% |
| 3Y | -34.2% | +92.1% | -126.2% | -46.2% |
| 5Y | -49.6% | -70.5% | +20.9% | -47.1% |
| All | +63.3% | +107.7% | -44.4% | +5.0% |
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