+3.0%
SBUX vs DOCU
-71.0%
+74.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | +1.7% | -5.5% | +7.2% | +2.5% |
| 30D | +12.6% | +12.6% | 0.0% | +10.6% |
| 3M | +0.8% | +36.4% | -35.6% | -4.1% |
| 6M | +0.2% | +66.8% | -66.6% | -8.2% |
| YTD | +27.4% | +13.5% | +14.0% | +23.3% |
| 1Y | +31.5% | +11.3% | +20.2% | +27.4% |
| 3Y | +9.3% | +92.1% | -82.8% | -7.3% |
| All | +3.0% | -71.0% | +74.1% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling