+121.2%
SBUX vs DOCU
+112.5%
+8.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | +1.6% | +4.1% | -2.5% | +1.0% |
| 30D | +14.8% | +7.4% | +7.5% | +13.6% |
| 3M | -0.8% | +26.0% | -26.8% | -4.3% |
| 6M | +2.2% | +79.2% | -77.0% | -6.8% |
| YTD | +29.5% | +18.1% | +11.4% | +24.6% |
| 1Y | +27.0% | +20.5% | +6.5% | +21.8% |
| 3Y | +10.9% | +96.4% | -85.5% | -4.4% |
| 5Y | +7.4% | -69.5% | +76.9% | +10.2% |
| All | +121.2% | +112.5% | +8.7% | +63.5% |
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