+34.6%
CNC vs DOCU
+107.7%
-73.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.5% | -2.3% |
| 7D | +8.1% | -3.2% | +11.3% | +8.4% |
| 30D | +14.8% | +15.7% | -0.9% | +13.5% |
| 3M | +10.7% | +37.3% | -26.6% | +7.9% |
| 6M | +40.0% | +63.1% | -23.1% | +34.4% |
| YTD | +80.2% | +15.4% | +64.9% | +77.2% |
| 1Y | +101.3% | +11.3% | +90.0% | +98.4% |
| 3Y | +7.0% | +92.1% | -85.1% | -2.0% |
| 5Y | 0.0% | -70.5% | +70.5% | +6.3% |
| All | +34.6% | +107.7% | -73.0% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling