+44.8%
XLP vs DOCU
+94.9%
-50.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.4% |
| 7D | +5.9% | -3.7% | +9.6% | +5.9% |
| 30D | +13.5% | +15.0% | -1.5% | +13.2% |
| 3M | +8.4% | +39.9% | -31.5% | +7.9% |
| 6M | +11.5% | +66.2% | -54.6% | +10.9% |
| YTD | +20.6% | +17.7% | +2.9% | +20.6% |
| 1Y | +24.3% | +13.7% | +10.6% | +24.3% |
| All | +44.8% | +94.9% | -50.1% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling