+412.1%
ORLY vs DOCU
+104.2%
+307.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.6% |
| 7D | +2.0% | -5.5% | +7.6% | +2.5% |
| 30D | +6.2% | +12.6% | -6.4% | +5.3% |
| 3M | -3.7% | +36.4% | -40.1% | -6.2% |
| 6M | -5.2% | +66.8% | -72.0% | -9.2% |
| YTD | -1.4% | +13.5% | -14.9% | -3.1% |
| 1Y | -5.4% | +11.3% | -16.7% | -6.9% |
| 3Y | +41.0% | +92.1% | -51.0% | +30.0% |
| 5Y | +111.3% | -71.0% | +182.3% | +120.9% |
| All | +412.1% | +104.2% | +307.9% | +277.7% |
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