+44.1%
OKE vs DOCU
-19.0%
+63.1%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.9% | +7.0% | +2.0% |
| 7D | +1.9% | +0.7% | +1.2% | +1.9% |
| 30D | +12.8% | +8.0% | +4.8% | +13.1% |
| 3M | +11.9% | +41.0% | -29.1% | +13.0% |
| 6M | +14.9% | +33.7% | -18.8% | +16.0% |
| YTD | +37.7% | -4.9% | +42.6% | +40.5% |
| 1Y | +44.1% | -20.4% | +64.4% | +47.1% |
| All | +44.1% | -19.0% | +63.1% | +47.1% |
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