-10.2%
AXP vs DOCU
+11.4%
-21.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.1% |
| 7D | +0.4% | -3.2% | +3.6% | +0.7% |
| 30D | +7.0% | +15.7% | -8.6% | +5.5% |
| 3M | -6.6% | +37.3% | -43.9% | -9.7% |
| 6M | +3.5% | +63.1% | -59.7% | -2.6% |
| YTD | -11.2% | +15.4% | -26.5% | -13.2% |
| 1Y | -10.2% | +11.3% | -21.5% | -11.3% |
| All | -10.2% | +11.4% | -21.6% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling