-69.0%
CPNG vs DOCU
-63.7%
-5.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -6.9% | +1.6% | -8.4% | -7.4% |
| 30D | +1.1% | +10.8% | -9.7% | -2.4% |
| 3M | -6.3% | +38.0% | -44.3% | -16.3% |
| 6M | -3.8% | +77.4% | -81.2% | -22.2% |
| YTD | -35.2% | +17.2% | -52.4% | -40.3% |
| 1Y | -47.0% | +15.6% | -62.5% | -51.0% |
| 3Y | -0.2% | +95.6% | -95.8% | -31.3% |
| 5Y | -42.5% | -69.7% | +27.2% | -44.7% |
| All | -69.0% | -63.7% | -5.2% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling