+10.3%
CLX vs DOCU
+107.7%
-97.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.6% |
| 7D | +12.4% | -3.2% | +15.7% | +12.6% |
| 30D | +21.1% | +15.7% | +5.4% | +20.5% |
| 3M | -3.3% | +37.3% | -40.6% | -4.5% |
| 6M | +18.8% | +63.1% | -44.3% | +16.6% |
| YTD | +3.9% | +15.4% | -11.5% | +3.1% |
| 1Y | -3.8% | +11.3% | -15.1% | -4.4% |
| 3Y | -10.5% | +92.1% | -102.6% | -14.0% |
| 5Y | -26.7% | -70.5% | +43.8% | -26.5% |
| All | +10.3% | +107.7% | -97.4% | +1.3% |
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