+245.3%
RCL vs DOCU
-71.9%
+317.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.2% | -2.5% |
| 7D | +3.9% | -3.2% | +7.1% | +5.0% |
| 30D | +11.8% | +15.7% | -3.9% | +6.5% |
| 3M | -0.8% | +37.3% | -38.1% | -11.4% |
| 6M | +23.6% | +63.1% | -39.5% | +3.3% |
| YTD | +17.6% | +15.4% | +2.2% | +9.0% |
| 1Y | +28.3% | +11.3% | +17.0% | +20.0% |
| 3Y | +261.4% | +92.1% | +169.4% | +166.6% |
| 5Y | +245.3% | -70.5% | +315.8% | +241.2% |
| All | +245.3% | -71.9% | +317.2% | +241.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling