+400.7%
ORLY vs DOCU
+80.0%
+320.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.3% |
| 7D | -0.7% | +6.9% | -7.6% | -1.2% |
| 30D | -5.9% | +19.0% | -24.9% | -7.3% |
| 3M | -0.6% | +34.3% | -34.9% | -3.0% |
| 6M | -6.8% | +48.0% | -54.8% | -10.0% |
| YTD | -3.6% | 0.0% | -3.7% | -4.2% |
| 1Y | -16.3% | -10.3% | -6.1% | -16.3% |
| 3Y | +39.1% | +32.4% | +6.7% | +32.3% |
| 5Y | +125.4% | -77.9% | +203.4% | +142.0% |
| All | +400.7% | +80.0% | +320.7% | +273.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling