+28.8%
USO vs DOCU
+104.4%
-75.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -10.6% | -3.4% | -7.2% | -10.5% |
| 30D | -4.6% | +9.3% | -13.8% | -4.8% |
| 3M | +12.3% | +30.2% | -17.9% | +11.7% |
| 6M | +5.9% | +62.1% | -56.2% | +4.7% |
| YTD | +104.5% | +13.5% | +91.0% | +103.7% |
| 1Y | +97.3% | +11.5% | +85.8% | +96.5% |
| 3Y | +97.0% | +89.5% | +7.5% | +92.2% |
| 5Y | +151.2% | -69.6% | +220.8% | +153.5% |
| All | +28.8% | +104.4% | -75.6% | +18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling