-18.4%
CRCL vs DOCU
-17.5%
-0.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.9% |
| 7D | -6.4% | -5.5% | -0.9% | -5.2% |
| 30D | -16.0% | +12.6% | -28.7% | -18.2% |
| 3M | +7.3% | +36.4% | -29.1% | +0.4% |
| 6M | -44.3% | +66.8% | -111.1% | -50.1% |
| YTD | -14.4% | +13.5% | -27.9% | -24.5% |
| 1Y | -32.1% | +11.3% | -43.4% | -40.4% |
| All | -18.4% | -17.5% | -0.9% | -43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling