+481.7%
CRS vs DOCU
+104.2%
+377.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | -1.7% | -5.5% | +3.9% | -0.8% |
| 30D | -28.8% | +12.6% | -41.5% | -30.4% |
| 3M | -50.0% | +36.4% | -86.4% | -52.8% |
| 6M | -39.2% | +66.8% | -106.0% | -44.9% |
| YTD | -11.4% | +13.5% | -24.9% | -15.0% |
| 1Y | -11.7% | +11.3% | -23.0% | -15.0% |
| 3Y | +319.6% | +92.1% | +227.6% | +261.5% |
| 5Y | +794.8% | -71.0% | +865.7% | +832.0% |
| All | +481.7% | +104.2% | +377.4% | +241.3% |
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 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