+11.3%
DOCU vs LBRT
-31.1%
+42.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.4% | -7.0% | -1.1% |
| 7D | -5.5% | -29.1% | +23.6% | -8.9% |
| 30D | +12.6% | -38.4% | +51.0% | +7.3% |
| 3M | +36.4% | -40.1% | +76.5% | +29.3% |
| 6M | +66.8% | -62.9% | +129.7% | +56.5% |
| YTD | +13.5% | -34.5% | +48.0% | +6.4% |
| 1Y | +11.3% | -30.2% | +41.5% | +0.9% |
| All | +11.3% | -31.1% | +42.4% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling