+85.0%
OKE vs DOCU
-69.6%
+154.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +5.4% | +4.1% | +1.3% | +4.9% |
| 30D | -1.3% | +7.4% | -8.7% | -2.1% |
| 3M | -2.0% | +26.0% | -28.1% | -4.4% |
| 6M | +3.4% | +79.2% | -75.8% | -3.1% |
| YTD | +28.2% | +18.1% | +10.1% | +25.1% |
| 1Y | +35.7% | +20.5% | +15.1% | +32.0% |
| 3Y | +61.0% | +96.4% | -35.4% | +45.5% |
| All | +85.0% | -69.6% | +154.7% | +78.4% |
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