+112.8%
ORLY vs DOCU
-69.6%
+182.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | +2.6% | +4.1% | -1.5% | +2.3% |
| 30D | +6.3% | +7.4% | -1.0% | +5.9% |
| 3M | -0.4% | +26.0% | -26.4% | -1.8% |
| 6M | +2.8% | +79.2% | -76.4% | -0.7% |
| YTD | +1.1% | +18.1% | -17.0% | -0.3% |
| 1Y | -6.3% | +20.5% | -26.8% | -7.7% |
| 3Y | +38.9% | +96.4% | -57.5% | +30.9% |
| All | +112.8% | -69.6% | +182.5% | +107.0% |
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