+212.8%
ROST vs DOCU
+107.7%
+105.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -4.0% |
| 7D | +1.3% | -3.2% | +4.5% | +1.7% |
| 30D | +4.9% | +15.7% | -10.8% | +2.9% |
| 3M | -6.9% | +37.3% | -44.2% | -10.9% |
| 6M | +3.8% | +63.1% | -59.3% | -3.2% |
| YTD | +31.4% | +15.4% | +16.0% | +27.4% |
| 1Y | +46.2% | +11.3% | +34.9% | +42.3% |
| 3Y | +99.8% | +92.1% | +7.7% | +74.9% |
| 5Y | +107.6% | -70.5% | +178.1% | +111.5% |
| All | +212.8% | +107.7% | +105.1% | +106.1% |
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 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