-7.7%
OSCR vs DOCU
-65.5%
+57.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.2% | -7.3% | -5.2% |
| 7D | -8.8% | -0.4% | -8.3% | -8.6% |
| 30D | -5.6% | +12.9% | -18.5% | -9.8% |
| 3M | +14.8% | +35.1% | -20.3% | +1.9% |
| 6M | +46.0% | +76.2% | -30.2% | +16.0% |
| YTD | +123.5% | +17.2% | +106.3% | +103.3% |
| 1Y | +116.2% | +16.4% | +99.8% | +97.3% |
| 3Y | +351.6% | +95.6% | +256.0% | +198.5% |
| 5Y | +157.5% | -68.5% | +226.0% | +164.4% |
| All | -7.7% | -65.5% | +57.7% | -11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling