+106.9%
ORLY vs DOCU
-71.6%
+178.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -0.7% | -3.4% | +2.7% | -0.5% |
| 30D | +3.4% | +9.3% | -5.9% | +2.9% |
| 3M | -3.1% | +30.2% | -33.3% | -4.6% |
| 6M | -3.8% | +62.1% | -66.0% | -6.6% |
| YTD | -2.0% | +13.5% | -15.5% | -3.2% |
| 1Y | -8.9% | +11.5% | -20.4% | -9.9% |
| 3Y | +36.0% | +89.5% | -53.5% | +28.4% |
| 5Y | +106.9% | -69.6% | +176.6% | +102.1% |
| All | +106.9% | -71.6% | +178.5% | +102.1% |
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 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