-57.7%
CSGP vs DOCU
+94.9%
-152.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +4.0% |
| 7D | +18.3% | -3.7% | +22.0% | +19.4% |
| 30D | +17.8% | +15.0% | +2.8% | +13.7% |
| 3M | +9.3% | +39.9% | -30.6% | +0.2% |
| 6M | -7.9% | +66.2% | -74.1% | -19.2% |
| YTD | -51.5% | +17.7% | -69.2% | -55.1% |
| 1Y | -53.3% | +13.7% | -67.0% | -56.5% |
| All | -57.7% | +94.9% | -152.6% | -67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling