+32.5%
USO vs DOCU
+112.5%
-80.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -1.9% | +4.1% | -6.0% | -2.0% |
| 30D | -5.2% | +7.4% | -12.5% | -5.4% |
| 3M | +16.4% | +26.0% | -9.6% | +15.8% |
| 6M | +2.5% | +79.2% | -76.7% | +1.1% |
| YTD | +110.5% | +18.1% | +92.4% | +109.4% |
| 1Y | +108.4% | +20.5% | +87.9% | +107.2% |
| 3Y | +99.6% | +96.4% | +3.2% | +94.6% |
| 5Y | +160.1% | -69.5% | +229.5% | +162.6% |
| All | +32.5% | +112.5% | -80.0% | +21.6% |
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