+160.7%
JCI vs DOCU
+33.7%
+127.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.6% |
| 7D | +3.8% | +6.9% | -3.1% | +3.3% |
| 30D | -5.7% | +19.0% | -24.7% | -7.0% |
| 3M | -1.4% | +34.3% | -35.7% | -3.9% |
| 6M | +4.1% | +48.0% | -43.9% | -0.2% |
| YTD | +21.7% | 0.0% | +21.7% | +23.0% |
| 1Y | +36.1% | -10.3% | +46.4% | +39.3% |
| All | +160.7% | +33.7% | +127.0% | +121.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling