+162.6%
SHEL vs DOCU
-69.6%
+232.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.3% |
| 7D | +0.8% | +4.1% | -3.3% | +0.6% |
| 30D | -3.6% | +7.4% | -10.9% | -3.9% |
| 3M | +12.0% | +26.0% | -14.0% | +10.9% |
| 6M | +19.7% | +79.2% | -59.5% | +16.4% |
| YTD | +39.6% | +18.1% | +21.6% | +38.3% |
| 1Y | +36.4% | +20.5% | +15.9% | +34.9% |
| 3Y | +70.2% | +96.4% | -26.2% | +61.3% |
| All | +162.6% | -69.6% | +232.3% | +159.9% |
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