+93.3%
EOG vs DOCU
-71.9%
+165.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.4% |
| 7D | -10.7% | -3.2% | -7.5% | -10.5% |
| 30D | +1.1% | +15.7% | -14.6% | +0.1% |
| 3M | +8.7% | +37.3% | -28.6% | +6.4% |
| 6M | +4.4% | +63.1% | -58.8% | +0.9% |
| YTD | +42.4% | +15.4% | +27.0% | +40.4% |
| 1Y | +42.1% | +11.3% | +30.8% | +40.4% |
| 3Y | +25.8% | +92.1% | -66.3% | +17.9% |
| 5Y | +93.3% | -70.5% | +163.8% | +88.0% |
| All | +93.3% | -71.9% | +165.2% | +88.0% |
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