+138.3%
OKE vs DOCU
-78.0%
+216.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.7% |
| 7D | +0.7% | +6.9% | -6.2% | +0.1% |
| 30D | +9.4% | +19.0% | -9.6% | +7.4% |
| 3M | +8.6% | +34.3% | -25.7% | +5.0% |
| 6M | +15.3% | +48.0% | -32.7% | +10.0% |
| YTD | +34.8% | 0.0% | +34.8% | +33.9% |
| 1Y | +35.3% | -10.3% | +45.5% | +35.6% |
| 3Y | +69.5% | +32.4% | +37.1% | +59.9% |
| All | +138.3% | -78.0% | +216.3% | +142.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling