+98.6%
DOCU vs LBRT
-37.3%
+135.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -13.7% | +11.7% | -0.9% |
| 7D | -3.2% | -34.8% | +31.6% | -0.2% |
| 30D | +15.7% | -43.6% | +59.3% | +20.4% |
| 3M | +37.3% | -41.2% | +78.5% | +42.0% |
| 6M | +63.1% | -66.1% | +129.2% | +75.8% |
| YTD | +15.4% | -37.9% | +53.2% | +16.8% |
| 1Y | +11.3% | -33.9% | +45.2% | +11.9% |
| 3Y | +92.1% | -40.9% | +132.9% | +89.7% |
| 5Y | -70.5% | +2.1% | -72.6% | -72.4% |
| All | +98.6% | -37.3% | +135.9% | +107.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling