+27.4%
CNC vs DOCU
+104.4%
-76.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +4.0% | -3.4% | +7.4% | +4.3% |
| 30D | +7.4% | +9.3% | -1.9% | +6.7% |
| 3M | +5.4% | +30.2% | -24.8% | +3.2% |
| 6M | +25.4% | +62.1% | -36.7% | +20.5% |
| YTD | +70.6% | +13.5% | +57.0% | +67.9% |
| 1Y | +104.9% | +11.5% | +93.4% | +101.9% |
| 3Y | -2.3% | +89.5% | -91.8% | -10.5% |
| 5Y | -6.5% | -69.6% | +63.1% | -1.1% |
| All | +27.4% | +104.4% | -76.9% | -14.6% |
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