+5.1%
CNC vs DOCU
-78.0%
+83.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.6% |
| 7D | +3.5% | +6.9% | -3.4% | +3.3% |
| 30D | +0.1% | +19.0% | -18.9% | -0.6% |
| 3M | +6.9% | +34.3% | -27.4% | +5.6% |
| 6M | +49.0% | +48.0% | +1.0% | +46.6% |
| YTD | +62.9% | 0.0% | +62.9% | +62.5% |
| 1Y | +134.0% | -10.3% | +144.3% | +134.1% |
| 3Y | +9.4% | +32.4% | -23.0% | +6.2% |
| All | +5.1% | -78.0% | +83.1% | +6.6% |
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 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