+211.6%
XOM vs DOCU
-69.6%
+281.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +2.8% | +4.1% | -1.2% | +2.7% |
| 30D | -3.6% | +7.4% | -11.0% | -3.9% |
| 3M | +8.2% | +26.0% | -17.8% | +7.3% |
| 6M | +14.0% | +79.2% | -65.1% | +11.5% |
| YTD | +44.6% | +18.1% | +26.5% | +43.6% |
| 1Y | +47.8% | +20.5% | +27.2% | +46.5% |
| 3Y | +79.6% | +96.4% | -16.8% | +71.5% |
| All | +211.6% | -69.6% | +281.2% | +205.1% |
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