+29.8%
CP vs DOCU
+94.9%
-65.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | +5.6% | -3.7% | +9.3% | +5.8% |
| 30D | +10.0% | +15.0% | -4.9% | +9.1% |
| 3M | +4.4% | +39.9% | -35.5% | +2.3% |
| 6M | +14.1% | +66.2% | -52.1% | +10.6% |
| YTD | +29.1% | +17.7% | +11.4% | +28.2% |
| 1Y | +34.6% | +13.7% | +20.9% | +34.0% |
| All | +29.8% | +94.9% | -65.2% | +10.2% |
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