+106.4%
CSCO vs DOCU
+33.7%
+72.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.2% |
| 7D | -0.7% | +6.9% | -7.6% | -1.2% |
| 30D | -10.1% | +19.0% | -29.1% | -11.6% |
| 3M | -15.7% | +34.3% | -50.0% | -18.3% |
| 6M | +36.3% | +48.0% | -11.7% | +30.2% |
| YTD | +43.8% | 0.0% | +43.8% | +43.7% |
| 1Y | +63.9% | -10.3% | +74.2% | +65.3% |
| All | +106.4% | +33.7% | +72.8% | +82.3% |
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 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