+94.9%
DOCU vs SCCO
+183.0%
-88.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.1% |
| 7D | -0.4% | -2.4% | +2.0% | -0.3% |
| 30D | +12.9% | -16.5% | +29.4% | +14.2% |
| 3M | +35.1% | -10.4% | +45.4% | +35.4% |
| 6M | +76.2% | -2.8% | +79.0% | +74.6% |
| YTD | +17.2% | +27.2% | -10.0% | +4.7% |
| 1Y | +16.4% | +33.6% | -17.2% | +2.3% |
| All | +94.9% | +183.0% | -88.1% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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