+92.1%
DOCU vs CLBK
+44.9%
+47.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.0% |
| 7D | -5.5% | +0.6% | -6.2% | -5.7% |
| 30D | +12.6% | +2.9% | +9.8% | +11.6% |
| 3M | +36.4% | +3.0% | +33.4% | +34.9% |
| 6M | +66.8% | +27.3% | +39.5% | +53.5% |
| YTD | +13.5% | +58.0% | -44.5% | -3.3% |
| 1Y | +11.3% | +62.4% | -51.1% | -6.0% |
| 3Y | +92.1% | +46.9% | +45.1% | +61.2% |
| All | +92.1% | +44.9% | +47.2% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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