+96.3%
COR vs DOCU
+33.7%
+62.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -1.8% |
| 7D | +2.8% | +6.9% | -4.1% | +2.9% |
| 30D | +4.5% | +19.0% | -14.5% | +5.0% |
| 3M | +22.7% | +34.3% | -11.6% | +23.6% |
| 6M | -9.7% | +48.0% | -57.7% | -8.7% |
| YTD | -1.4% | 0.0% | -1.4% | -1.2% |
| 1Y | +13.9% | -10.3% | +24.2% | +14.0% |
| All | +96.3% | +33.7% | +62.6% | +99.7% |
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