+223.0%
CVE vs DOCU
+107.7%
+115.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.8% | -2.6% |
| 7D | -14.1% | -3.2% | -10.9% | -13.8% |
| 30D | -11.6% | +15.7% | -27.3% | -12.8% |
| 3M | 0.0% | +37.3% | -37.2% | -2.9% |
| 6M | -8.4% | +63.1% | -71.5% | -12.8% |
| YTD | +65.9% | +15.4% | +50.5% | +62.4% |
| 1Y | +69.4% | +11.3% | +58.1% | +66.3% |
| 3Y | +55.9% | +92.1% | -36.1% | +41.8% |
| 5Y | +146.2% | -70.5% | +216.7% | +156.0% |
| All | +223.0% | +107.7% | +115.3% | +125.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling