+363.8%
COR vs DOCU
+80.0%
+283.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.0% |
| 7D | +2.8% | +6.9% | -4.1% | +2.6% |
| 30D | +4.5% | +19.0% | -14.5% | +3.9% |
| 3M | +22.7% | +34.3% | -11.6% | +21.4% |
| 6M | -9.7% | +48.0% | -57.7% | -11.0% |
| YTD | -1.4% | 0.0% | -1.4% | -1.6% |
| 1Y | +13.9% | -10.3% | +24.2% | +14.0% |
| 3Y | +94.0% | +32.4% | +61.6% | +88.9% |
| 5Y | +184.0% | -77.9% | +262.0% | +200.9% |
| All | +363.8% | +80.0% | +283.8% | +318.5% |
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