-5.9%
CNC vs DOCU
-71.0%
+65.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.7% | -4.3% | -5.9% |
| 7D | +1.9% | -5.5% | +7.4% | +2.1% |
| 30D | +7.3% | +12.6% | -5.3% | +6.8% |
| 3M | +8.6% | +36.4% | -27.8% | +7.3% |
| 6M | +26.0% | +66.8% | -40.8% | +23.5% |
| YTD | +69.5% | +13.5% | +56.0% | +68.2% |
| 1Y | +88.0% | +11.3% | +76.7% | +86.7% |
| 3Y | -2.9% | +92.1% | -95.0% | -7.4% |
| All | -5.9% | -71.0% | +65.2% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling