+91.4%
ORCL vs DOCU
-78.0%
+169.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.4% |
| 7D | +5.3% | +6.9% | -1.6% | +4.0% |
| 30D | +10.0% | +19.0% | -9.0% | +6.5% |
| 3M | -32.6% | +34.3% | -66.9% | -36.4% |
| 6M | +4.9% | +48.0% | -43.1% | -2.7% |
| YTD | -17.8% | 0.0% | -17.8% | -18.9% |
| 1Y | -28.0% | -10.3% | -17.7% | -28.2% |
| 3Y | +36.0% | +32.4% | +3.6% | +26.2% |
| All | +91.4% | -78.0% | +169.4% | +96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling