+76.9%
COR vs DOCU
+91.1%
-14.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.1% | -4.1% |
| 7D | +2.8% | -3.2% | +6.0% | +2.7% |
| 30D | +7.4% | +15.7% | -8.3% | +7.7% |
| 3M | +7.3% | +37.3% | -30.0% | +8.1% |
| 6M | +11.5% | +63.1% | -51.6% | +12.9% |
| YTD | +1.2% | +15.4% | -14.2% | +1.7% |
| 1Y | -3.3% | +11.3% | -14.6% | -2.9% |
| All | +76.9% | +91.1% | -14.2% | +91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling