-69.2%
CPNG vs DOCU
-63.5%
-5.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.9% |
| 7D | -6.8% | +4.1% | -10.8% | -8.0% |
| 30D | +5.5% | +7.4% | -1.9% | +2.9% |
| 3M | -6.8% | +26.0% | -32.8% | -14.1% |
| 6M | -4.8% | +79.2% | -84.0% | -23.2% |
| YTD | -35.6% | +18.1% | -53.7% | -40.8% |
| 1Y | -46.8% | +20.5% | -67.3% | -51.5% |
| 3Y | -0.8% | +96.4% | -97.2% | -31.8% |
| 5Y | -42.9% | -69.5% | +26.6% | -45.2% |
| All | -69.2% | -63.5% | -5.7% | -72.8% |
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