+202.9%
XOM vs DOCU
-71.9%
+274.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.4% | -2.3% |
| 7D | -9.8% | -3.2% | -6.6% | -9.7% |
| 30D | +0.5% | +15.7% | -15.2% | 0.0% |
| 3M | +9.7% | +37.3% | -27.6% | +8.4% |
| 6M | +8.1% | +63.1% | -55.0% | +6.1% |
| YTD | +40.1% | +15.4% | +24.7% | +39.2% |
| 1Y | +49.6% | +11.3% | +38.3% | +48.9% |
| 3Y | +69.3% | +92.1% | -22.8% | +61.7% |
| 5Y | +202.9% | -70.5% | +273.4% | +198.2% |
| All | +202.9% | -71.9% | +274.8% | +198.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling