+421.2%
ORLY vs DOCU
+107.7%
+313.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -0.8% |
| 7D | +3.9% | -3.2% | +7.1% | +4.1% |
| 30D | +7.5% | +15.7% | -8.2% | +6.2% |
| 3M | -2.1% | +37.3% | -39.4% | -4.6% |
| 6M | -3.7% | +63.1% | -66.8% | -7.6% |
| YTD | +0.3% | +15.4% | -15.1% | -1.5% |
| 1Y | -3.6% | +11.3% | -14.9% | -5.2% |
| 3Y | +44.0% | +92.1% | -48.0% | +32.7% |
| 5Y | +115.1% | -70.5% | +185.6% | +124.6% |
| All | +421.2% | +107.7% | +313.5% | +283.9% |
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