+2,134.5%
CLS vs DOCU
-71.6%
+2,206.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.2% | -9.2% | -9.1% |
| 7D | -21.1% | -3.7% | -17.4% | -20.6% |
| 30D | -38.2% | +15.0% | -53.2% | -40.1% |
| 3M | -36.3% | +39.9% | -76.2% | -40.9% |
| 6M | -43.8% | +66.2% | -110.0% | -50.0% |
| YTD | -20.0% | +17.7% | -37.7% | -24.2% |
| 1Y | -29.6% | +13.7% | -43.3% | -32.7% |
| 3Y | +821.3% | +95.9% | +725.4% | +687.1% |
| 5Y | +2,134.5% | -71.7% | +2,206.2% | +1,917.9% |
| All | +2,134.5% | -71.6% | +2,206.1% | +1,917.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling