+218.9%
RCL vs DOCU
+104.2%
+114.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.8% |
| 7D | +6.5% | -5.5% | +12.1% | +7.9% |
| 30D | +15.9% | +12.6% | +3.2% | +12.4% |
| 3M | +2.7% | +36.4% | -33.7% | -5.6% |
| 6M | +15.2% | +66.8% | -51.6% | +0.2% |
| YTD | +19.2% | +13.5% | +5.8% | +13.0% |
| 1Y | +31.6% | +11.3% | +20.3% | +25.0% |
| 3Y | +274.2% | +92.1% | +182.1% | +204.2% |
| 5Y | +250.1% | -71.0% | +321.1% | +259.0% |
| All | +218.9% | +104.2% | +114.7% | +95.4% |
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