+315.7%
CNQ vs DOCU
+110.9%
+204.8%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.1% |
| 7D | -1.5% | -0.4% | -1.1% | -1.5% |
| 30D | -3.2% | +12.9% | -16.1% | -4.2% |
| 3M | +3.6% | +35.1% | -31.5% | +0.8% |
| 6M | +10.3% | +76.2% | -65.9% | +4.5% |
| YTD | +48.6% | +17.2% | +31.4% | +45.4% |
| 1Y | +55.3% | +16.4% | +38.9% | +51.9% |
| 3Y | +69.6% | +95.6% | -26.0% | +54.1% |
| 5Y | +198.8% | -68.5% | +267.3% | +208.0% |
| All | +315.7% | +110.9% | +204.8% | +206.4% |
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