-32.0%
CLX vs DOCU
+33.7%
-65.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | -9.2% | +6.9% | -16.1% | -9.4% |
| 30D | -11.0% | +19.0% | -30.0% | -11.4% |
| 3M | +5.0% | +34.3% | -29.3% | +4.3% |
| 6M | -18.8% | +48.0% | -66.8% | -19.4% |
| YTD | -4.4% | 0.0% | -4.4% | -4.0% |
| 1Y | -21.9% | -10.3% | -11.6% | -21.4% |
| All | -32.0% | +33.7% | -65.6% | -39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling