+1.5%
CLX vs DOCU
+80.0%
-78.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | -9.2% | +6.9% | -16.1% | -9.5% |
| 30D | -11.0% | +19.0% | -30.0% | -11.6% |
| 3M | +5.0% | +34.3% | -29.3% | +3.8% |
| 6M | -18.8% | +48.0% | -66.8% | -20.1% |
| YTD | -4.4% | 0.0% | -4.4% | -4.6% |
| 1Y | -21.9% | -10.3% | -11.6% | -21.8% |
| 3Y | -32.8% | +32.4% | -65.2% | -34.4% |
| 5Y | -34.6% | -77.9% | +43.4% | -33.6% |
| All | +1.5% | +80.0% | -78.5% | -6.2% |
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 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