+1,184.4%
STX vs DOCU
+33.7%
+1,150.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.6% | +6.3% |
| 7D | +2.4% | +6.9% | -4.5% | +2.3% |
| 30D | +1.4% | +19.0% | -17.6% | +1.1% |
| 3M | -8.2% | +34.3% | -42.5% | -8.8% |
| 6M | +127.0% | +48.0% | +79.0% | +122.3% |
| YTD | +209.1% | 0.0% | +209.1% | +218.8% |
| 1Y | +365.4% | -10.3% | +375.7% | +385.9% |
| All | +1,184.4% | +33.7% | +1,150.7% | +1,136.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling