+105.1%
CNP vs DOCU
+104.2%
+0.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +1.8% |
| 7D | -4.2% | -5.5% | +1.4% | -4.0% |
| 30D | +5.5% | +12.6% | -7.1% | +5.0% |
| 3M | +0.6% | +36.4% | -35.8% | -0.7% |
| 6M | -2.8% | +66.8% | -69.6% | -5.0% |
| YTD | +7.9% | +13.5% | -5.6% | +7.1% |
| 1Y | +6.7% | +11.3% | -4.6% | +5.9% |
| 3Y | +61.1% | +92.1% | -30.9% | +53.9% |
| 5Y | +73.0% | -71.0% | +144.0% | +74.3% |
| All | +105.1% | +104.2% | +0.8% | +70.6% |
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