+61.0%
OKE vs DOCU
+98.0%
-37.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +1.0% |
| 7D | +5.4% | +4.1% | +1.3% | +5.1% |
| 30D | -1.3% | +7.4% | -8.7% | -1.8% |
| 3M | -2.0% | +26.0% | -28.1% | -3.7% |
| 6M | +3.4% | +79.2% | -75.8% | -1.4% |
| YTD | +28.2% | +18.1% | +10.1% | +27.1% |
| 1Y | +35.7% | +20.5% | +15.1% | +34.0% |
| 3Y | +61.0% | +96.4% | -35.4% | +61.1% |
| All | +61.0% | +98.0% | -37.0% | +61.1% |
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 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