+211.9%
CRWD vs DOCU
-71.8%
+283.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -5.5% | -4.8% | -0.7% | -3.4% |
| 30D | -16.9% | +9.4% | -26.3% | -20.3% |
| 3M | +6.6% | +29.0% | -22.4% | -4.9% |
| 6M | +73.2% | +62.3% | +10.9% | +38.5% |
| YTD | +95.1% | +13.7% | +81.4% | +80.4% |
| 1Y | +69.4% | +11.5% | +57.8% | +57.3% |
| 3Y | +379.3% | +94.2% | +285.1% | +221.8% |
| 5Y | +211.9% | -71.7% | +283.6% | +242.4% |
| All | +211.9% | -71.8% | +283.6% | +242.4% |
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