+420.1%
CORZ vs DOCU
+9.2%
+410.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.7% |
| 7D | +8.4% | +6.9% | +1.5% | +7.0% |
| 30D | -17.8% | +19.0% | -36.8% | -20.8% |
| 3M | -35.9% | +34.3% | -70.2% | -40.6% |
| 6M | +12.9% | +48.0% | -35.1% | +0.3% |
| YTD | +22.9% | 0.0% | +22.9% | +23.0% |
| 1Y | +31.4% | -10.3% | +41.6% | +35.4% |
| All | +420.1% | +9.2% | +410.9% | +371.7% |
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