+325.2%
CNQ vs DOCU
+80.0%
+245.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.6% |
| 7D | +3.0% | +6.9% | -3.9% | +2.4% |
| 30D | +12.8% | +19.0% | -6.2% | +11.0% |
| 3M | +7.0% | +34.3% | -27.3% | +4.0% |
| 6M | +16.5% | +48.0% | -31.5% | +11.9% |
| YTD | +52.0% | 0.0% | +52.0% | +50.9% |
| 1Y | +64.1% | -10.3% | +74.4% | +64.2% |
| 3Y | +74.3% | +32.4% | +41.9% | +64.4% |
| 5Y | +268.4% | -77.9% | +346.4% | +294.4% |
| All | +325.2% | +80.0% | +245.2% | +217.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling