-5.1%
OSCR vs DOCU
-72.0%
+66.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.2% | +4.1% |
| 7D | +10.7% | +0.7% | +10.0% | +10.3% |
| 30D | +18.3% | +8.0% | +10.3% | +14.3% |
| 3M | +20.5% | +41.0% | -20.5% | +4.9% |
| 6M | +138.5% | +33.7% | +104.8% | +108.7% |
| YTD | +129.7% | -4.9% | +134.6% | +126.2% |
| 1Y | +62.8% | -20.4% | +83.1% | +70.9% |
| 3Y | +411.8% | +29.6% | +382.2% | +300.6% |
| 5Y | +99.9% | -76.9% | +176.8% | +129.8% |
| All | -5.1% | -72.0% | +66.8% | -1.5% |
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