+126.1%
SBUX vs DOCU
+104.6%
+21.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.8% |
| 7D | +4.8% | -4.8% | +9.6% | +5.5% |
| 30D | +20.6% | +9.4% | +11.2% | +19.0% |
| 3M | +4.3% | +29.0% | -24.8% | +0.2% |
| 6M | +5.5% | +62.3% | -56.8% | -2.4% |
| YTD | +32.3% | +13.7% | +18.7% | +28.0% |
| 1Y | +31.2% | +11.5% | +19.6% | +27.1% |
| 3Y | +14.8% | +94.2% | -79.4% | -0.9% |
| 5Y | +8.0% | -71.7% | +79.7% | +11.9% |
| All | +126.1% | +104.6% | +21.5% | +68.0% |
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