+92.1%
DOCU vs CG
+47.3%
+44.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | -5.5% | -1.2% | -4.4% | -5.2% |
| 30D | +12.6% | +5.0% | +7.6% | +10.2% |
| 3M | +36.4% | -18.2% | +54.6% | +47.0% |
| 6M | +66.8% | -20.7% | +87.5% | +80.9% |
| YTD | +13.5% | -31.4% | +44.9% | +29.9% |
| 1Y | +11.3% | -22.3% | +33.6% | +20.9% |
| 3Y | +92.1% | +50.2% | +41.9% | +54.0% |
| All | +92.1% | +47.3% | +44.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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