-5.4%
TSLA vs DOCU
-71.3%
+65.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | -4.7% | -3.7% | -1.0% | -3.5% |
| 30D | +1.7% | +15.0% | -13.2% | -3.5% |
| 3M | +17.7% | +39.9% | -22.2% | +3.3% |
| 6M | -1.9% | +66.2% | -68.0% | -20.6% |
| YTD | -14.3% | +17.7% | -32.0% | -22.2% |
| 1Y | -13.3% | +13.7% | -27.0% | -20.5% |
| 3Y | +75.1% | +95.9% | -20.8% | +23.5% |
| All | -5.4% | -71.3% | +65.9% | -2.1% |
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