+2.2%
SBUX vs DOCU
-71.9%
+74.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.3% | -2.9% |
| 7D | +0.6% | -3.2% | +3.8% | +1.1% |
| 30D | +10.5% | +15.7% | -5.2% | +8.1% |
| 3M | +0.7% | +37.3% | -36.5% | -4.3% |
| 6M | +2.3% | +63.1% | -60.8% | -5.9% |
| YTD | +28.4% | +15.4% | +13.0% | +23.9% |
| 1Y | +31.4% | +11.3% | +20.0% | +27.3% |
| 3Y | +11.5% | +92.1% | -80.5% | -5.3% |
| 5Y | +2.2% | -70.5% | +72.7% | -4.0% |
| All | +2.2% | -71.9% | +74.1% | -4.0% |
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 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