+186.7%
ORCL vs DOCU
+107.7%
+79.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -5.0% | -6.6% |
| 7D | -17.5% | -3.2% | -14.3% | -17.0% |
| 30D | -20.2% | +15.7% | -35.8% | -22.1% |
| 3M | -19.9% | +37.3% | -57.2% | -24.4% |
| 6M | -37.4% | +63.1% | -100.5% | -42.8% |
| YTD | -40.1% | +15.4% | -55.5% | -42.4% |
| 1Y | -53.4% | +11.3% | -64.7% | -55.0% |
| 3Y | +10.4% | +92.1% | -81.7% | -3.3% |
| 5Y | +29.8% | -70.5% | +100.3% | +36.4% |
| All | +186.7% | +107.7% | +79.0% | +104.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling