+155.1%
OSCR vs DOCU
-69.6%
+224.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.5% | -3.1% |
| 7D | +1.3% | +4.1% | -2.8% | -0.2% |
| 30D | -9.5% | +7.4% | -16.9% | -12.0% |
| 3M | +0.9% | +26.0% | -25.1% | -8.0% |
| 6M | +31.5% | +79.2% | -47.7% | +3.8% |
| YTD | +116.1% | +18.1% | +98.0% | +96.1% |
| 1Y | +122.6% | +20.5% | +102.1% | +100.3% |
| 3Y | +356.6% | +96.4% | +260.2% | +198.7% |
| All | +155.1% | -69.6% | +224.8% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling