+388.7%
COR vs DOCU
+104.4%
+284.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +2.4% | -3.4% | +5.8% | +2.5% |
| 30D | +7.7% | +9.3% | -1.6% | +7.4% |
| 3M | +7.5% | +30.2% | -22.7% | +6.5% |
| 6M | +34.1% | +62.1% | -28.0% | +31.9% |
| YTD | +3.9% | +13.5% | -9.7% | +3.2% |
| 1Y | -3.6% | +11.5% | -15.1% | -4.2% |
| 3Y | +80.5% | +89.5% | -9.0% | +73.2% |
| 5Y | +194.9% | -69.6% | +264.5% | +206.4% |
| All | +388.7% | +104.4% | +284.4% | +339.1% |
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