+425.2%
ORLY vs DOCU
+112.5%
+312.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | +2.6% | +4.1% | -1.5% | +2.2% |
| 30D | +6.3% | +7.4% | -1.0% | +5.7% |
| 3M | -0.4% | +26.0% | -26.4% | -2.3% |
| 6M | +2.8% | +79.2% | -76.4% | -2.1% |
| YTD | +1.1% | +18.1% | -17.0% | -0.9% |
| 1Y | -6.3% | +20.5% | -26.8% | -8.3% |
| 3Y | +38.9% | +96.4% | -57.5% | +27.8% |
| 5Y | +113.1% | -69.5% | +182.6% | +122.0% |
| All | +425.2% | +112.5% | +312.7% | +286.1% |
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