-7.6%
TSLA vs DOCU
-71.0%
+63.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.8% |
| 7D | -10.4% | -5.5% | -4.9% | -8.6% |
| 30D | -5.2% | +12.6% | -17.8% | -9.4% |
| 3M | +12.1% | +36.4% | -24.3% | -0.7% |
| 6M | -10.2% | +66.8% | -77.0% | -27.5% |
| YTD | -20.3% | +13.5% | -33.8% | -26.7% |
| 1Y | -19.7% | +11.3% | -31.0% | -25.8% |
| 3Y | +63.4% | +92.1% | -28.7% | +15.8% |
| All | -7.6% | -71.0% | +63.4% | -2.0% |
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