-67.5%
CPNG vs DOCU
-63.7%
-3.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -3.1% |
| 7D | -6.2% | -0.4% | -5.8% | -6.1% |
| 30D | +4.6% | +12.9% | -8.3% | +0.4% |
| 3M | -3.1% | +35.1% | -38.2% | -12.9% |
| 6M | -0.9% | +76.2% | -77.1% | -19.6% |
| YTD | -32.2% | +17.2% | -49.4% | -37.6% |
| 1Y | -44.2% | +16.4% | -60.6% | -48.6% |
| 3Y | +4.4% | +95.6% | -91.2% | -28.2% |
| 5Y | -45.2% | -68.5% | +23.3% | -47.7% |
| All | -67.5% | -63.7% | -3.8% | -71.3% |
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