+172.6%
OKE vs DOCU
+71.3%
+101.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.9% | +7.0% | +2.7% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | +12.8% | +8.0% | +4.8% | +11.8% |
| 3M | +11.9% | +41.0% | -29.1% | +7.7% |
| 6M | +14.9% | +33.7% | -18.8% | +10.7% |
| YTD | +37.7% | -4.9% | +42.6% | +37.2% |
| 1Y | +44.1% | -20.4% | +64.4% | +45.9% |
| 3Y | +75.3% | +29.6% | +45.6% | +65.5% |
| 5Y | +144.0% | -76.9% | +220.9% | +157.0% |
| All | +172.6% | +71.3% | +101.3% | +106.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling