-7.6%
OSCR vs DOCU
-66.5%
+58.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +3.7% | -4.8% | +8.5% | +5.5% |
| 30D | -3.7% | +9.4% | -13.1% | -6.9% |
| 3M | +15.2% | +29.0% | -13.8% | +4.0% |
| 6M | +50.8% | +62.3% | -11.5% | +23.5% |
| YTD | +123.7% | +13.7% | +110.0% | +105.8% |
| 1Y | +81.4% | +11.5% | +69.8% | +68.2% |
| 3Y | +376.1% | +94.2% | +282.0% | +215.3% |
| 5Y | +97.7% | -71.7% | +169.4% | +110.9% |
| All | -7.6% | -66.5% | +58.9% | -10.4% |
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