-9.9%
TSCO vs DOCU
-71.0%
+61.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.5% |
| 7D | +7.1% | -5.5% | +12.7% | +7.8% |
| 30D | +11.8% | +12.6% | -0.9% | +10.1% |
| 3M | +7.4% | +36.4% | -29.0% | +3.1% |
| 6M | +13.4% | +66.8% | -53.4% | +5.9% |
| YTD | -25.9% | +13.5% | -39.4% | -27.8% |
| 1Y | -29.9% | +11.3% | -41.2% | -31.6% |
| 3Y | -3.4% | +92.1% | -95.4% | -15.1% |
| All | -9.9% | -71.0% | +61.1% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling