+126.7%
SBUX vs DOCU
+111.8%
+14.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.7% |
| 7D | +6.3% | -3.7% | +10.0% | +6.8% |
| 30D | +16.2% | +15.0% | +1.2% | +13.8% |
| 3M | +5.1% | +39.9% | -34.8% | -0.2% |
| 6M | +5.7% | +66.2% | -60.4% | -2.6% |
| YTD | +32.6% | +17.7% | +14.9% | +27.7% |
| 1Y | +41.3% | +13.7% | +27.6% | +36.6% |
| 3Y | +15.2% | +95.9% | -80.7% | -0.6% |
| 5Y | +10.1% | -71.7% | +81.8% | +13.9% |
| All | +126.7% | +111.8% | +14.8% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling