+10.6%
CLX vs DOCU
+104.2%
-93.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.3% |
| 7D | +13.6% | -5.5% | +19.1% | +13.8% |
| 30D | +23.4% | +12.6% | +10.7% | +22.8% |
| 3M | -2.8% | +36.4% | -39.2% | -4.0% |
| 6M | +14.0% | +66.8% | -52.8% | +11.7% |
| YTD | +4.2% | +13.5% | -9.3% | +3.4% |
| 1Y | -1.2% | +11.3% | -12.5% | -1.8% |
| 3Y | -12.7% | +92.1% | -104.7% | -16.1% |
| 5Y | -26.5% | -71.0% | +44.5% | -26.3% |
| All | +10.6% | +104.2% | -93.6% | +1.7% |
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