+101.7%
DOCU vs CPB
-27.6%
+129.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +1.6% | -5.8% | +7.4% | +1.9% |
| 30D | +10.8% | +16.5% | -5.6% | +9.8% |
| 3M | +38.0% | -1.1% | +39.1% | +37.8% |
| 6M | +77.4% | +11.5% | +65.9% | +76.8% |
| YTD | +17.2% | -15.7% | +32.9% | +17.1% |
| 1Y | +15.6% | -24.7% | +40.2% | +15.6% |
| 3Y | +95.6% | -37.3% | +132.9% | +95.1% |
| 5Y | -69.7% | -35.0% | -34.7% | -70.1% |
| All | +101.7% | -27.6% | +129.4% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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