-29.7%
CMCSA vs DOCU
+94.9%
-124.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +5.0% |
| 7D | +15.2% | -3.7% | +18.9% | +15.6% |
| 30D | +17.0% | +15.0% | +2.0% | +15.3% |
| 3M | +1.2% | +39.9% | -38.7% | -2.4% |
| 6M | -5.5% | +66.2% | -71.7% | -10.4% |
| YTD | -6.5% | +17.7% | -24.2% | -8.3% |
| 1Y | +1.8% | +13.7% | -11.9% | +0.2% |
| All | -29.7% | +94.9% | -124.6% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling