+34.7%
CSCO vs DOCU
+11.4%
+23.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.0% | -5.7% | -7.7% |
| 7D | -11.9% | -3.2% | -8.6% | -12.0% |
| 30D | -18.8% | +15.7% | -34.5% | -18.3% |
| 3M | -21.2% | +37.3% | -58.5% | -20.0% |
| 6M | +1.9% | +63.1% | -61.2% | +3.2% |
| YTD | +26.1% | +15.4% | +10.7% | +26.7% |
| 1Y | +34.7% | +11.3% | +23.4% | +35.3% |
| All | +34.7% | +11.4% | +23.3% | +35.3% |
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