+143.0%
OKE vs DOCU
+104.6%
+38.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -7.1% | -4.8% | -2.3% | -6.6% |
| 30D | -3.2% | +9.4% | -12.6% | -4.1% |
| 3M | +0.6% | +29.0% | -28.4% | -2.2% |
| 6M | +3.3% | +62.3% | -59.0% | -2.3% |
| YTD | +22.8% | +13.7% | +9.1% | +20.0% |
| 1Y | +32.5% | +11.5% | +20.9% | +29.7% |
| 3Y | +56.2% | +94.2% | -37.9% | +41.4% |
| 5Y | +73.6% | -71.7% | +145.4% | +79.2% |
| All | +143.0% | +104.6% | +38.4% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling