+92.5%
EOG vs DOCU
-71.0%
+163.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.6% |
| 7D | -11.1% | -5.5% | -5.6% | -10.8% |
| 30D | +2.7% | +12.6% | -9.9% | +1.9% |
| 3M | +8.8% | +36.4% | -27.6% | +6.6% |
| 6M | +10.8% | +66.8% | -56.0% | +6.9% |
| YTD | +44.6% | +13.5% | +31.1% | +42.7% |
| 1Y | +44.6% | +11.3% | +33.3% | +42.9% |
| 3Y | +29.5% | +92.1% | -62.6% | +21.4% |
| All | +92.5% | -71.0% | +163.5% | +86.5% |
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