+37.7%
ORLY vs DOCU
+88.2%
-50.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.0% | -4.8% | +3.8% | -0.8% |
| 30D | +3.9% | +9.4% | -5.5% | +3.4% |
| 3M | -4.0% | +29.0% | -33.0% | -5.2% |
| 6M | -3.4% | +62.3% | -65.7% | -5.8% |
| YTD | -1.6% | +13.7% | -15.2% | -2.6% |
| 1Y | -7.5% | +11.5% | -19.1% | -8.4% |
| 3Y | +37.7% | +94.2% | -56.5% | +32.8% |
| All | +37.7% | +88.2% | -50.5% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling