+210.4%
XOM vs DOCU
+104.2%
+106.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.4% |
| 7D | -11.4% | -5.5% | -5.9% | -11.3% |
| 30D | +1.1% | +12.6% | -11.5% | +0.8% |
| 3M | +7.8% | +36.4% | -28.6% | +6.8% |
| 6M | +13.0% | +66.8% | -53.8% | +11.2% |
| YTD | +40.6% | +13.5% | +27.1% | +39.9% |
| 1Y | +49.1% | +11.3% | +37.8% | +48.4% |
| 3Y | +72.9% | +92.1% | -19.2% | +67.5% |
| 5Y | +204.0% | -71.0% | +275.0% | +201.2% |
| All | +210.4% | +104.2% | +106.2% | +154.9% |
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