+319.6%
CRS vs DOCU
+87.9%
+231.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -1.7% | -5.5% | +3.9% | -0.9% |
| 30D | -28.8% | +12.6% | -41.5% | -30.3% |
| 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% | -12.9% |
| 1Y | -11.7% | +11.3% | -23.0% | -12.8% |
| 3Y | +319.6% | +92.1% | +227.6% | +269.2% |
| All | +319.6% | +87.9% | +231.7% | +269.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling