+224.7%
RCL vs DOCU
+111.8%
+112.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.3% |
| 7D | +11.7% | -3.7% | +15.4% | +12.6% |
| 30D | +21.1% | +15.0% | +6.2% | +16.9% |
| 3M | +2.9% | +39.9% | -37.0% | -5.9% |
| 6M | +29.8% | +66.2% | -36.3% | +13.0% |
| YTD | +21.4% | +17.7% | +3.7% | +14.0% |
| 1Y | +32.0% | +13.7% | +18.3% | +24.8% |
| 3Y | +273.1% | +95.9% | +177.2% | +201.9% |
| 5Y | +288.4% | -71.7% | +360.0% | +297.2% |
| All | +224.7% | +111.8% | +112.9% | +97.3% |
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 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