+492.7%
SPCX vs DOCU
+54.6%
+438.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +13.2% | +1.6% | +11.6% | +14.8% |
| 30D | -10.6% | +10.8% | -21.4% | -2.3% |
| 3M | -4.2% | +38.0% | -42.2% | +27.3% |
| 6M | +536.7% | +66.8% | +469.9% | +950.2% |
| YTD | +542.4% | +17.2% | +525.2% | +962.2% |
| 1Y | +446.0% | +15.6% | +430.4% | +802.9% |
| All | +492.7% | +54.6% | +438.1% | +891.2% |
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