-36.4%
CLSK vs DOCU
+80.0%
-116.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.9% |
| 7D | +8.8% | +6.9% | +1.9% | +5.5% |
| 30D | -6.0% | +19.0% | -25.0% | -14.5% |
| 3M | -24.4% | +34.3% | -58.7% | -37.1% |
| 6M | +19.0% | +48.0% | -29.0% | -7.8% |
| YTD | +25.4% | 0.0% | +25.4% | +16.6% |
| 1Y | +39.8% | -10.3% | +50.0% | +37.8% |
| 3Y | +177.7% | +32.4% | +145.3% | +109.9% |
| 5Y | -11.0% | -77.9% | +66.9% | +27.1% |
| All | -36.4% | +80.0% | -116.4% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling