+91.4%
USO vs DOCU
-9.0%
+100.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | 0.0% |
| 7D | +9.5% | +6.9% | +2.6% | +9.7% |
| 30D | +23.6% | +19.0% | +4.6% | +24.4% |
| 3M | +3.8% | +34.3% | -30.5% | +5.6% |
| 6M | +55.0% | +48.0% | +7.0% | +57.0% |
| YTD | +105.3% | 0.0% | +105.2% | +106.1% |
| 1Y | +91.4% | -10.3% | +101.6% | +92.1% |
| All | +91.4% | -9.0% | +100.4% | +92.1% |
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 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