+892.9%
CRS vs DOCU
+80.0%
+812.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.1% |
| 7D | -0.2% | +6.9% | -7.1% | -1.3% |
| 30D | -16.6% | +19.0% | -35.6% | -19.1% |
| 3M | -3.5% | +34.3% | -37.8% | -8.7% |
| 6M | +15.4% | +48.0% | -32.6% | +6.7% |
| YTD | +51.2% | 0.0% | +51.2% | +48.8% |
| 1Y | +98.3% | -10.3% | +108.6% | +98.2% |
| 3Y | +651.5% | +32.4% | +619.1% | +590.0% |
| 5Y | +1,411.1% | -77.9% | +1,489.1% | +1,543.0% |
| All | +892.9% | +80.0% | +812.9% | +497.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling