+216.0%
CRH vs DOCU
+71.3%
+144.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +1.0% | -3.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.7% |
| 30D | -9.5% | +8.0% | -17.5% | -10.6% |
| 3M | -10.4% | +41.0% | -51.4% | -15.2% |
| 6M | -14.2% | +33.7% | -47.9% | -18.7% |
| YTD | -26.6% | -4.9% | -21.7% | -27.0% |
| 1Y | -18.2% | -20.4% | +2.1% | -16.7% |
| 3Y | +74.9% | +29.6% | +45.3% | +61.4% |
| 5Y | +101.7% | -76.9% | +178.6% | +115.1% |
| All | +216.0% | +71.3% | +144.8% | +148.5% |
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