+166.3%
CSCO vs DOCU
+104.2%
+62.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.8% |
| 7D | -10.2% | -5.5% | -4.7% | -9.6% |
| 30D | -20.1% | +12.6% | -32.7% | -21.2% |
| 3M | -22.4% | +36.4% | -58.8% | -25.4% |
| 6M | +2.8% | +66.8% | -64.0% | -4.0% |
| YTD | +23.6% | +13.5% | +10.1% | +20.3% |
| 1Y | +34.0% | +11.3% | +22.7% | +30.6% |
| 3Y | +89.3% | +92.1% | -2.8% | +68.0% |
| 5Y | +87.9% | -71.0% | +158.8% | +98.3% |
| All | +166.3% | +104.2% | +62.1% | +69.4% |
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