+36.1%
JCI vs DOCU
-9.0%
+45.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +2.3% |
| 7D | +3.8% | +6.9% | -3.1% | +4.6% |
| 30D | -5.7% | +19.0% | -24.7% | -3.6% |
| 3M | -1.4% | +34.3% | -35.7% | +2.7% |
| 6M | +4.1% | +48.0% | -43.9% | +9.3% |
| YTD | +21.7% | 0.0% | +21.7% | +27.8% |
| 1Y | +36.1% | -10.3% | +46.4% | +42.7% |
| All | +36.1% | -9.0% | +45.2% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling