+28.3%
RCL vs DOCU
+11.4%
+16.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.2% | -2.9% |
| 7D | +3.9% | -3.2% | +7.1% | +4.4% |
| 30D | +11.8% | +15.7% | -3.9% | +9.2% |
| 3M | -0.8% | +37.3% | -38.1% | -6.4% |
| 6M | +23.6% | +63.1% | -39.5% | +12.5% |
| YTD | +17.6% | +15.4% | +2.2% | +15.3% |
| 1Y | +28.3% | +11.3% | +17.0% | +27.3% |
| All | +28.3% | +11.4% | +16.9% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling