+320.2%
CVE vs DOCU
-78.0%
+398.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.6% |
| 7D | +2.5% | +6.9% | -4.4% | +2.0% |
| 30D | +16.7% | +19.0% | -2.3% | +15.2% |
| 3M | +9.3% | +34.3% | -25.0% | +6.7% |
| 6M | +43.6% | +48.0% | -4.4% | +38.9% |
| YTD | +93.6% | 0.0% | +93.6% | +92.6% |
| 1Y | +98.8% | -10.3% | +109.0% | +99.2% |
| 3Y | +73.6% | +32.4% | +41.2% | +65.4% |
| All | +320.2% | -78.0% | +398.1% | +344.8% |
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 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