+115.8%
SBUX vs DOCU
+80.0%
+35.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.8% |
| 7D | -3.1% | +6.9% | -10.0% | -4.1% |
| 30D | -0.9% | +19.0% | -19.9% | -3.5% |
| 3M | +11.6% | +34.3% | -22.7% | +6.4% |
| 6M | +8.8% | +48.0% | -39.2% | +1.8% |
| YTD | +26.3% | 0.0% | +26.3% | +24.6% |
| 1Y | +23.1% | -10.3% | +33.4% | +23.0% |
| 3Y | +15.0% | +32.4% | -17.4% | +5.1% |
| 5Y | +0.4% | -77.9% | +78.3% | +7.5% |
| All | +115.8% | +80.0% | +35.8% | +63.6% |
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