-7.3%
OSCR vs DOCU
-70.5%
+63.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -1.3% |
| 7D | +5.8% | +6.9% | -1.0% | +3.3% |
| 30D | +7.1% | +19.0% | -11.9% | +0.1% |
| 3M | +36.7% | +34.3% | +2.4% | +20.9% |
| 6M | +114.3% | +48.0% | +66.3% | +80.5% |
| YTD | +124.4% | 0.0% | +124.4% | +117.3% |
| 1Y | +75.5% | -10.3% | +85.7% | +76.5% |
| 3Y | +390.1% | +32.4% | +357.7% | +281.8% |
| 5Y | +77.1% | -77.9% | +155.0% | +109.2% |
| All | -7.3% | -70.5% | +63.2% | -5.4% |
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 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