+102.2%
USO vs DOCU
+11.6%
+90.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.2% | -8.2% | -8.1% |
| 7D | -12.7% | -3.7% | -9.0% | -12.8% |
| 30D | +1.0% | +15.0% | -14.0% | +1.3% |
| 3M | +25.6% | +39.9% | -14.3% | +27.4% |
| 6M | -1.5% | +66.2% | -67.6% | +1.4% |
| YTD | +110.3% | +17.7% | +92.6% | +107.3% |
| 1Y | +102.2% | +13.7% | +88.5% | +99.5% |
| All | +102.2% | +11.6% | +90.6% | +99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling