+309.4%
QCOM vs DOCU
+80.0%
+229.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.7% |
| 7D | +3.3% | +6.9% | -3.6% | +1.8% |
| 30D | +7.7% | +19.0% | -11.3% | +3.4% |
| 3M | -30.1% | +34.3% | -64.4% | -35.0% |
| 6M | +22.8% | +48.0% | -25.2% | +10.6% |
| YTD | +0.2% | 0.0% | +0.2% | -1.7% |
| 1Y | +7.9% | -10.3% | +18.1% | +7.9% |
| 3Y | +55.8% | +32.4% | +23.4% | +37.6% |
| 5Y | +30.1% | -77.9% | +108.0% | +49.7% |
| All | +309.4% | +80.0% | +229.3% | +229.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling