+265.3%
AXP vs DOCU
+80.0%
+185.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.6% |
| 7D | -2.1% | +6.9% | -9.0% | -3.0% |
| 30D | -6.5% | +19.0% | -25.5% | -9.0% |
| 3M | +4.6% | +34.3% | -29.6% | -0.2% |
| 6M | +5.4% | +48.0% | -42.6% | -1.2% |
| YTD | -11.1% | 0.0% | -11.1% | -12.2% |
| 1Y | -0.3% | -10.3% | +10.0% | -0.2% |
| 3Y | +111.6% | +32.4% | +79.2% | +97.6% |
| 5Y | +117.6% | -77.9% | +195.5% | +122.4% |
| All | +265.3% | +80.0% | +185.2% | +170.6% |
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