+30.9%
DOCU vs LBRT
+26.0%
+4.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.6% |
| 7D | +6.9% | +8.7% | -1.8% | +6.4% |
| 30D | +19.0% | +6.6% | +12.4% | +18.4% |
| 3M | +34.3% | -34.5% | +68.8% | +38.2% |
| 6M | +48.0% | -24.5% | +72.5% | +49.8% |
| YTD | 0.0% | +12.7% | -12.7% | -3.3% |
| 1Y | -10.3% | +94.8% | -105.1% | -19.5% |
| All | +30.9% | +26.0% | +4.9% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling