+74.6%
EOG vs DOCU
+104.6%
-30.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -6.0% | -4.8% | -1.2% | -5.7% |
| 30D | +0.9% | +9.4% | -8.5% | +0.2% |
| 3M | +10.9% | +29.0% | -18.1% | +8.7% |
| 6M | +15.8% | +62.3% | -46.5% | +11.4% |
| YTD | +45.8% | +13.7% | +32.2% | +43.6% |
| 1Y | +45.3% | +11.5% | +33.7% | +43.1% |
| 3Y | +36.2% | +94.2% | -58.0% | +26.4% |
| 5Y | +94.0% | -71.7% | +165.7% | +99.3% |
| All | +74.6% | +104.6% | -30.0% | +25.7% |
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