+537.1%
CRS vs DOCU
+110.9%
+426.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +2.0% |
| 7D | +4.4% | -0.4% | +4.8% | +4.5% |
| 30D | -19.1% | +12.9% | -32.1% | -20.9% |
| 3M | -43.2% | +35.1% | -78.3% | -46.3% |
| 6M | -28.9% | +76.2% | -105.1% | -36.1% |
| YTD | -3.0% | +17.2% | -20.2% | -7.3% |
| 1Y | -5.3% | +16.4% | -21.7% | -9.6% |
| 3Y | +363.5% | +95.6% | +268.0% | +298.3% |
| 5Y | +858.2% | -68.5% | +926.7% | +886.9% |
| All | +537.1% | +110.9% | +426.2% | +272.0% |
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 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