+28.7%
CP vs DOCU
-71.6%
+100.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | +5.6% | -3.7% | +9.3% | +5.9% |
| 30D | +10.0% | +15.0% | -4.9% | +8.7% |
| 3M | +4.4% | +39.9% | -35.5% | +1.3% |
| 6M | +14.1% | +66.2% | -52.1% | +8.7% |
| YTD | +29.1% | +17.7% | +11.4% | +26.5% |
| 1Y | +34.6% | +13.7% | +20.9% | +32.2% |
| 3Y | +29.8% | +95.9% | -66.2% | +18.1% |
| 5Y | +28.7% | -71.7% | +100.4% | +24.5% |
| All | +28.7% | -71.6% | +100.3% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling