+273.6%
AXP vs DOCU
+111.8%
+161.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +4.6% | -3.7% | +8.3% | +5.1% |
| 30D | +9.7% | +15.0% | -5.2% | +7.5% |
| 3M | -3.8% | +39.9% | -43.7% | -8.5% |
| 6M | +4.8% | +66.2% | -61.4% | -3.3% |
| YTD | -9.1% | +17.7% | -26.8% | -12.4% |
| 1Y | -6.7% | +13.7% | -20.4% | -9.7% |
| 3Y | +125.2% | +95.9% | +29.3% | +99.6% |
| 5Y | +105.0% | -71.7% | +176.6% | +103.4% |
| All | +273.6% | +111.8% | +161.8% | +170.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling