+66.2%
DOCU vs LBRT
-59.8%
+126.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -11.2% | +11.4% | -1.3% |
| 7D | -3.7% | -25.3% | +21.6% | -7.4% |
| 30D | +15.0% | -32.9% | +47.8% | +9.4% |
| 3M | +39.9% | -33.3% | +73.2% | +32.3% |
| 6M | +66.2% | -61.0% | +127.1% | +61.2% |
| All | +66.2% | -59.8% | +126.0% | +61.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling