+215.5%
ROST vs DOCU
+110.9%
+104.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.9% | +1.6% | -0.7% | +0.7% |
| 30D | +5.1% | +10.8% | -5.7% | +3.7% |
| 3M | -4.3% | +38.0% | -42.2% | -8.4% |
| 6M | +9.4% | +77.4% | -68.0% | +1.0% |
| YTD | +32.5% | +17.2% | +15.3% | +28.2% |
| 1Y | +46.9% | +15.6% | +31.3% | +42.3% |
| 3Y | +98.1% | +95.6% | +2.5% | +73.0% |
| 5Y | +116.9% | -69.7% | +186.7% | +120.4% |
| All | +215.5% | +110.9% | +104.5% | +107.4% |
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