-3.6%
OXY vs DOCU
+91.1%
-94.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.6% |
| 7D | -10.6% | -3.2% | -7.3% | -10.4% |
| 30D | -3.4% | +15.7% | -19.1% | -4.2% |
| 3M | +5.2% | +37.3% | -32.1% | +3.4% |
| 6M | -4.1% | +63.1% | -67.3% | -6.8% |
| YTD | +39.0% | +15.4% | +23.6% | +38.1% |
| 1Y | +44.6% | +11.3% | +33.3% | +44.0% |
| All | -3.6% | +91.1% | -94.7% | -9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling