-25.3%
CRCL vs DOCU
-14.2%
-11.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | -8.4% | +4.1% | -12.4% | -9.2% |
| 30D | -21.8% | +7.4% | -29.2% | -23.0% |
| 3M | -17.5% | +26.0% | -43.5% | -21.7% |
| 6M | -50.9% | +79.2% | -130.0% | -56.5% |
| YTD | -21.6% | +18.1% | -39.6% | -31.4% |
| 1Y | -24.5% | +20.5% | -45.0% | -33.7% |
| All | -25.3% | -14.2% | -11.1% | -48.3% |
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 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