+198.5%
XOM vs DOCU
+80.0%
+118.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -1.8% |
| 7D | +1.8% | +6.9% | -5.1% | +1.6% |
| 30D | +5.9% | +19.0% | -13.1% | +5.3% |
| 3M | +5.6% | +34.3% | -28.7% | +4.6% |
| 6M | +7.9% | +48.0% | -40.2% | +6.5% |
| YTD | +35.2% | 0.0% | +35.2% | +35.0% |
| 1Y | +46.0% | -10.3% | +56.3% | +46.2% |
| 3Y | +55.0% | +32.4% | +22.6% | +52.0% |
| 5Y | +246.3% | -77.9% | +324.2% | +245.3% |
| All | +198.5% | +80.0% | +118.4% | +146.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling