-46.0%
CPNG vs DOCU
-71.0%
+25.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.3% |
| 7D | +13.4% | -5.5% | +18.9% | +15.5% |
| 30D | +10.0% | +12.6% | -2.6% | +5.5% |
| 3M | -0.4% | +36.4% | -36.8% | -11.1% |
| 6M | -8.9% | +66.8% | -75.7% | -25.3% |
| YTD | -30.9% | +13.5% | -44.4% | -35.8% |
| 1Y | -43.8% | +11.3% | -55.1% | -47.6% |
| 3Y | -2.5% | +92.1% | -94.5% | -34.0% |
| All | -46.0% | -71.0% | +25.0% | -52.2% |
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 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