+123.8%
STX vs DOCU
+11.6%
+112.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.2% | -8.3% | -8.1% |
| 7D | -20.2% | -3.7% | -16.5% | -21.2% |
| 30D | -37.2% | +15.0% | -52.2% | -34.1% |
| 3M | -34.1% | +39.9% | -74.0% | -25.3% |
| 6M | -24.5% | +66.2% | -90.6% | -6.6% |
| YTD | +102.9% | +17.7% | +85.3% | +145.8% |
| 1Y | +123.8% | +13.7% | +110.1% | +170.9% |
| All | +123.8% | +11.6% | +112.2% | +170.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling