-51.7%
ORCL vs DOCN
+50.9%
-102.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | 0.0% |
| 7D | -11.2% | -19.2% | +8.0% | -5.0% |
| 30D | -18.8% | -43.1% | +24.2% | -3.1% |
| 3M | -18.8% | -40.7% | +21.9% | -5.4% |
| 6M | -39.7% | -55.0% | +15.2% | -24.5% |
| YTD | -39.6% | +50.6% | -90.3% | -54.3% |
| 1Y | -51.7% | +54.0% | -105.7% | -63.6% |
| All | -51.7% | +50.9% | -102.7% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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