+323.0%
CNQ vs DOCU
+112.5%
+210.5%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +2.5% | +4.1% | -1.6% | +2.1% |
| 30D | -4.0% | +7.4% | -11.3% | -4.6% |
| 3M | +5.5% | +26.0% | -20.6% | +3.3% |
| 6M | +7.5% | +79.2% | -71.7% | +1.7% |
| YTD | +51.2% | +18.1% | +33.2% | +47.9% |
| 1Y | +57.3% | +20.5% | +36.8% | +53.4% |
| 3Y | +71.0% | +96.4% | -25.4% | +55.4% |
| 5Y | +206.1% | -69.5% | +275.6% | +216.9% |
| All | +323.0% | +112.5% | +210.5% | +211.6% |
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