+45.9%
OXY vs DOCU
+11.6%
+34.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.1% |
| 7D | -8.8% | -3.7% | -5.1% | -8.8% |
| 30D | -1.7% | +15.0% | -16.6% | -1.7% |
| 3M | +4.5% | +39.9% | -35.4% | +5.0% |
| 6M | -4.0% | +66.2% | -70.2% | -2.9% |
| YTD | +41.4% | +17.7% | +23.7% | +42.6% |
| 1Y | +45.9% | +13.7% | +32.2% | +48.3% |
| All | +45.9% | +11.6% | +34.3% | +48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling