+17.5%
ORCL vs DOCN
+236.1%
-218.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.2% | +5.2% | +0.1% |
| 7D | -14.4% | -20.0% | +5.6% | -8.8% |
| 30D | -12.8% | -38.8% | +25.9% | -0.3% |
| 3M | -14.8% | -34.8% | +20.0% | -5.1% |
| 6M | -30.9% | -22.8% | -8.1% | -27.7% |
| YTD | -35.7% | +74.6% | -110.3% | -46.8% |
| 1Y | -49.5% | +116.4% | -165.9% | -60.5% |
| All | +17.5% | +236.1% | -218.6% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling