+216.1%
CRWD vs DOCU
-78.0%
+294.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -2.5% |
| 7D | -2.4% | +6.9% | -9.3% | -5.2% |
| 30D | +1.5% | +19.0% | -17.5% | -5.9% |
| 3M | +18.5% | +34.3% | -15.8% | +3.0% |
| 6M | +109.1% | +48.0% | +61.1% | +74.2% |
| YTD | +81.8% | 0.0% | +81.8% | +78.3% |
| 1Y | +106.7% | -10.3% | +116.9% | +109.9% |
| 3Y | +428.7% | +32.4% | +396.3% | +320.7% |
| All | +216.1% | -78.0% | +294.1% | +345.3% |
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