+332.7%
CNQ vs DOCU
+69.6%
+263.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -0.9% | -1.4% | +0.5% | -0.8% |
| 30D | +8.7% | +8.1% | +0.6% | +7.8% |
| 3M | +15.8% | +43.0% | -27.2% | +11.8% |
| 6M | +13.3% | +32.4% | -19.1% | +9.8% |
| YTD | +54.7% | -5.8% | +60.5% | +54.3% |
| 1Y | +69.5% | -19.2% | +88.8% | +71.3% |
| 3Y | +77.3% | +28.4% | +49.0% | +67.6% |
| 5Y | +290.3% | -77.1% | +367.4% | +314.6% |
| All | +332.7% | +69.6% | +263.1% | +225.1% |
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