+1,885.0%
CLS vs DOCU
+104.6%
+1,780.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.2% | +7.7% | +7.8% |
| 7D | -10.6% | -4.8% | -5.8% | -9.8% |
| 30D | -38.4% | +9.4% | -47.8% | -39.5% |
| 3M | -29.9% | +29.0% | -58.9% | -33.2% |
| 6M | -40.6% | +62.3% | -103.0% | -45.9% |
| YTD | -24.6% | +13.7% | -38.3% | -27.6% |
| 1Y | -30.8% | +11.5% | -42.3% | -33.3% |
| 3Y | +811.7% | +94.2% | +717.6% | +701.5% |
| 5Y | +1,838.4% | -71.7% | +1,910.2% | +1,880.6% |
| All | +1,885.0% | +104.6% | +1,780.4% | +1,629.4% |
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