+1,844.6%
STX vs DOCU
+80.0%
+1,764.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.6% | +5.8% |
| 7D | +2.4% | +6.9% | -4.5% | +1.4% |
| 30D | +1.4% | +19.0% | -17.6% | -1.3% |
| 3M | -8.2% | +34.3% | -42.5% | -12.9% |
| 6M | +127.0% | +48.0% | +79.0% | +110.7% |
| YTD | +209.1% | 0.0% | +209.1% | +204.3% |
| 1Y | +365.4% | -10.3% | +375.7% | +363.9% |
| 3Y | +1,135.4% | +32.4% | +1,103.0% | +1,019.7% |
| 5Y | +991.5% | -77.9% | +1,069.4% | +1,069.5% |
| All | +1,844.6% | +80.0% | +1,764.5% | +1,157.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling