+74.4%
CNP vs DOCU
-78.0%
+152.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -0.9% |
| 7D | +1.1% | +6.9% | -5.8% | +0.9% |
| 30D | -1.8% | +19.0% | -20.8% | -2.3% |
| 3M | -4.6% | +34.3% | -38.9% | -5.4% |
| 6M | -8.8% | +48.0% | -56.9% | -10.0% |
| YTD | +5.2% | 0.0% | +5.2% | +5.3% |
| 1Y | +8.3% | -10.3% | +18.6% | +8.7% |
| 3Y | +54.9% | +32.4% | +22.5% | +51.6% |
| All | +74.4% | -78.0% | +152.4% | +54.3% |
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