+969.0%
STX vs DOCU
+107.7%
+861.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.0% | -14.3% | -16.0% |
| 7D | -33.4% | -3.2% | -30.2% | -33.1% |
| 30D | -42.1% | +15.7% | -57.8% | -43.2% |
| 3M | -44.3% | +37.3% | -81.5% | -46.9% |
| 6M | -39.4% | +63.1% | -102.5% | -44.3% |
| YTD | +70.0% | +15.4% | +54.6% | +63.8% |
| 1Y | +70.2% | +11.3% | +58.9% | +64.7% |
| 3Y | +585.2% | +92.1% | +493.1% | +484.7% |
| 5Y | +455.7% | -70.5% | +526.2% | +471.6% |
| All | +969.0% | +107.7% | +861.4% | +576.9% |
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 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