-61.3%
CSGP vs DOCU
-71.6%
+10.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.9% |
| 3M | +9.3% | +39.9% | -30.6% | +0.7% |
| 6M | -7.9% | +66.2% | -74.1% | -18.7% |
| YTD | -51.5% | +17.7% | -69.2% | -54.2% |
| 1Y | -53.3% | +13.7% | -67.0% | -55.6% |
| 3Y | -57.9% | +95.9% | -153.8% | -66.2% |
| 5Y | -61.3% | -71.7% | +10.4% | -63.1% |
| All | -61.3% | -71.6% | +10.3% | -63.1% |
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