+521.5%
CRS vs DOCU
+104.4%
+417.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +0.2% | -3.4% | +3.6% | +0.8% |
| 30D | -22.9% | +9.3% | -32.1% | -24.2% |
| 3M | -46.8% | +30.2% | -77.1% | -49.4% |
| 6M | -30.4% | +62.1% | -92.6% | -36.6% |
| YTD | -5.4% | +13.5% | -18.9% | -9.2% |
| 1Y | -9.0% | +11.5% | -20.5% | -12.5% |
| 3Y | +352.2% | +89.5% | +262.6% | +290.5% |
| 5Y | +852.2% | -69.6% | +921.9% | +886.1% |
| All | +521.5% | +104.4% | +417.1% | +264.7% |
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