+35.1%
USO vs DOCU
+104.2%
-69.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | -12.1% | -5.5% | -6.5% | -12.0% |
| 30D | +3.1% | +12.6% | -9.5% | +2.8% |
| 3M | +24.9% | +36.4% | -11.5% | +24.0% |
| 6M | +10.8% | +66.8% | -56.0% | +9.4% |
| YTD | +114.6% | +13.5% | +101.1% | +113.7% |
| 1Y | +109.4% | +11.3% | +98.1% | +108.6% |
| 3Y | +98.1% | +92.1% | +6.1% | +93.2% |
| 5Y | +162.4% | -71.0% | +233.4% | +165.3% |
| All | +35.1% | +104.2% | -69.1% | +24.0% |
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 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