+796.6%
CRS vs DOCU
-71.9%
+868.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.6% | -4.2% |
| 7D | -6.6% | -3.2% | -3.4% | -6.1% |
| 30D | -29.5% | +15.7% | -45.2% | -31.6% |
| 3M | -51.1% | +37.3% | -88.3% | -54.2% |
| 6M | -37.3% | +63.1% | -100.4% | -43.7% |
| YTD | -11.2% | +15.4% | -26.6% | -15.3% |
| 1Y | -11.5% | +11.3% | -22.8% | -15.0% |
| 3Y | +324.4% | +92.1% | +232.4% | +255.6% |
| 5Y | +796.6% | -70.5% | +867.1% | +783.9% |
| All | +796.6% | -71.9% | +868.5% | +783.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling