+510.5%
CRS vs DOCU
+111.8%
+398.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | +4.3% | -3.7% | +8.0% | +4.9% |
| 30D | -25.5% | +15.0% | -40.4% | -27.4% |
| 3M | -48.7% | +39.9% | -88.6% | -51.8% |
| 6M | -31.6% | +66.2% | -97.8% | -38.0% |
| YTD | -7.0% | +17.7% | -24.7% | -11.3% |
| 1Y | -4.5% | +13.7% | -18.2% | -8.4% |
| 3Y | +344.5% | +95.9% | +248.6% | +281.8% |
| 5Y | +887.0% | -71.7% | +958.7% | +929.4% |
| All | +510.5% | +111.8% | +398.6% | +256.2% |
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 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