+1,225.8%
CLS vs DOCU
+33.7%
+1,192.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.1% |
| 7D | +4.6% | +6.9% | -2.3% | +2.9% |
| 30D | -13.9% | +19.0% | -32.9% | -17.7% |
| 3M | -26.6% | +34.3% | -60.9% | -32.3% |
| 6M | +15.4% | +48.0% | -32.6% | +2.5% |
| YTD | +5.7% | 0.0% | +5.6% | +5.8% |
| 1Y | +41.1% | -10.3% | +51.4% | +45.5% |
| All | +1,225.8% | +33.7% | +1,192.1% | +1,010.2% |
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