+415.8%
ORLY vs DOCU
+110.9%
+304.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.0% |
| 7D | -1.9% | -0.4% | -1.5% | -1.9% |
| 30D | +4.5% | +12.9% | -8.4% | +3.5% |
| 3M | -2.2% | +35.1% | -37.3% | -4.6% |
| 6M | -0.9% | +76.2% | -77.1% | -5.5% |
| YTD | -0.7% | +17.2% | -17.9% | -2.6% |
| 1Y | -8.7% | +16.4% | -25.2% | -10.5% |
| 3Y | +37.7% | +95.6% | -57.9% | +26.7% |
| 5Y | +110.5% | -68.5% | +179.0% | +118.4% |
| All | +415.8% | +110.9% | +304.9% | +279.5% |
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