+280.3%
QCOM vs DOCU
+107.7%
+172.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -9.1% |
| 7D | -15.5% | -3.2% | -12.2% | -14.8% |
| 30D | -13.4% | +15.7% | -29.1% | -16.3% |
| 3M | 0.0% | +37.3% | -37.2% | -7.2% |
| 6M | -15.2% | +63.1% | -78.3% | -25.2% |
| YTD | -6.9% | +15.4% | -22.3% | -11.8% |
| 1Y | -11.0% | +11.3% | -22.3% | -15.1% |
| 3Y | +39.8% | +92.1% | -52.3% | +13.2% |
| 5Y | +7.2% | -70.5% | +77.7% | +15.8% |
| All | +280.3% | +107.7% | +172.6% | +195.1% |
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