+293.8%
ORCL vs DOCU
+80.0%
+213.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.5% |
| 7D | +5.3% | +6.9% | -1.6% | +4.1% |
| 30D | +10.0% | +19.0% | -9.0% | +6.7% |
| 3M | -32.6% | +34.3% | -66.9% | -36.2% |
| 6M | +4.9% | +48.0% | -43.1% | -2.2% |
| YTD | -17.8% | 0.0% | -17.8% | -18.7% |
| 1Y | -28.0% | -10.3% | -17.7% | -28.0% |
| 3Y | +36.0% | +32.4% | +3.6% | +26.2% |
| 5Y | +88.7% | -77.9% | +166.7% | +108.0% |
| All | +293.8% | +80.0% | +213.8% | +188.3% |
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