+39.3%
QCOM vs DOCU
+91.1%
-51.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -9.1% |
| 7D | -15.5% | -3.2% | -12.2% | -14.9% |
| 30D | -13.4% | +15.7% | -29.1% | -15.8% |
| 3M | 0.0% | +37.3% | -37.2% | -6.3% |
| 6M | -15.2% | +63.1% | -78.3% | -24.0% |
| YTD | -6.9% | +15.4% | -22.3% | -10.1% |
| 1Y | -11.0% | +11.3% | -22.3% | -13.4% |
| All | +39.3% | +91.1% | -51.8% | +14.0% |
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