+159.3%
CVE vs DOCU
-71.6%
+230.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.2% | -7.8% | -7.7% |
| 7D | -12.1% | -3.7% | -8.4% | -11.8% |
| 30D | -9.8% | +15.0% | -24.7% | -10.7% |
| 3M | -0.7% | +39.9% | -40.6% | -3.2% |
| 6M | -4.3% | +66.2% | -70.5% | -8.1% |
| YTD | +70.6% | +17.7% | +52.9% | +67.7% |
| 1Y | +73.2% | +13.7% | +59.5% | +70.6% |
| 3Y | +60.3% | +95.9% | -35.6% | +47.9% |
| 5Y | +159.3% | -71.7% | +231.0% | +158.0% |
| All | +159.3% | -71.6% | +230.9% | +158.0% |
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