+234.8%
RCL vs DOCU
-78.0%
+312.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.3% |
| 7D | -5.1% | +6.9% | -12.0% | -7.1% |
| 30D | -19.0% | +19.0% | -38.0% | -23.7% |
| 3M | -9.6% | +34.3% | -43.9% | -18.4% |
| 6M | -6.7% | +48.0% | -54.7% | -19.2% |
| YTD | -3.9% | 0.0% | -3.9% | -6.2% |
| 1Y | -25.1% | -10.3% | -14.8% | -24.8% |
| 3Y | +179.1% | +32.4% | +146.7% | +135.4% |
| All | +234.8% | -78.0% | +312.8% | +235.1% |
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