+6.1%
CMCSA vs DOCU
+104.4%
-98.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +4.6% | -3.4% | +7.9% | +5.0% |
| 30D | +19.8% | +9.3% | +10.5% | +18.5% |
| 3M | -0.3% | +30.2% | -30.5% | -3.5% |
| 6M | +0.3% | +62.1% | -61.8% | -5.5% |
| YTD | -6.9% | +13.5% | -20.5% | -9.1% |
| 1Y | +2.6% | +11.5% | -8.9% | +0.2% |
| 3Y | -29.0% | +89.5% | -118.5% | -36.4% |
| 5Y | -42.0% | -69.6% | +27.6% | -41.4% |
| All | +6.1% | +104.4% | -98.2% | -10.3% |
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 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