+91.4%
ORCL vs DOCN
+54.1%
+37.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +2.5% |
| 7D | +5.3% | +1.1% | +4.1% | +5.0% |
| 30D | +10.0% | -9.6% | +19.6% | +12.0% |
| 3M | -32.6% | -37.7% | +5.1% | -26.6% |
| 6M | +4.9% | +115.2% | -110.3% | -10.7% |
| YTD | -17.8% | +133.7% | -151.5% | -31.3% |
| 1Y | -28.0% | +250.2% | -278.1% | -44.0% |
| 3Y | +36.0% | +320.3% | -284.3% | +0.5% |
| All | +91.4% | +54.1% | +37.4% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling