+320.2%
QCOM vs DOCU
+111.8%
+208.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.2% | +5.3% |
| 7D | -5.3% | -3.7% | -1.6% | -4.6% |
| 30D | -4.2% | +15.0% | -19.2% | -7.3% |
| 3M | +7.0% | +39.9% | -32.9% | -1.2% |
| 6M | +3.8% | +66.2% | -62.4% | -8.8% |
| YTD | +2.8% | +17.7% | -14.9% | -3.0% |
| 1Y | +2.3% | +13.7% | -11.4% | -2.9% |
| 3Y | +54.4% | +95.9% | -41.5% | +24.5% |
| 5Y | +23.7% | -71.7% | +95.3% | +34.5% |
| All | +320.2% | +111.8% | +208.3% | +224.6% |
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