+227.6%
CRH vs DOCU
+110.9%
+116.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -1.6% | +1.6% | -3.2% | -1.8% |
| 30D | +17.2% | +10.8% | +6.4% | +15.3% |
| 3M | -3.8% | +38.0% | -41.7% | -8.6% |
| 6M | -15.0% | +77.4% | -92.4% | -22.7% |
| YTD | -23.9% | +17.2% | -41.1% | -26.8% |
| 1Y | -16.2% | +15.6% | -31.8% | -19.3% |
| 3Y | +65.1% | +95.6% | -30.4% | +43.1% |
| 5Y | +109.8% | -69.7% | +179.6% | +115.2% |
| All | +227.6% | +110.9% | +116.7% | +149.2% |
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 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