+88.1%
CSCO vs DOCU
-71.0%
+159.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.8% |
| 7D | -10.2% | -5.5% | -4.7% | -9.7% |
| 30D | -20.1% | +12.6% | -32.7% | -20.9% |
| 3M | -22.4% | +36.4% | -58.8% | -24.8% |
| 6M | +2.8% | +66.8% | -64.0% | -2.6% |
| YTD | +23.6% | +13.5% | +10.1% | +21.2% |
| 1Y | +34.0% | +11.3% | +22.7% | +31.5% |
| 3Y | +89.3% | +92.1% | -2.8% | +72.5% |
| All | +88.1% | -71.0% | +159.1% | +78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling