-2.9%
CNC vs DOCU
+87.9%
-90.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.7% | -4.3% | -5.9% |
| 7D | +1.9% | -5.5% | +7.4% | +2.0% |
| 30D | +7.3% | +12.6% | -5.3% | +7.1% |
| 3M | +8.6% | +36.4% | -27.8% | +8.2% |
| 6M | +26.0% | +66.8% | -40.8% | +25.3% |
| YTD | +69.5% | +13.5% | +56.0% | +69.1% |
| 1Y | +88.0% | +11.3% | +76.7% | +87.5% |
| 3Y | -2.9% | +92.1% | -95.0% | -2.3% |
| All | -2.9% | +87.9% | -90.8% | -2.3% |
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 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