+72.2%
DOCU vs LBRT
+13.7%
+58.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.6% |
| 7D | +6.9% | +8.3% | -1.4% | +6.2% |
| 30D | +19.0% | +6.1% | +12.9% | +18.3% |
| 3M | +34.3% | -34.8% | +69.1% | +38.4% |
| 6M | +48.0% | -24.8% | +72.8% | +50.1% |
| YTD | 0.0% | +12.2% | -12.2% | -2.7% |
| 1Y | -10.3% | +94.0% | -104.3% | -17.7% |
| 3Y | +32.4% | +31.3% | +1.1% | +23.2% |
| 5Y | -77.9% | +111.8% | -189.8% | -80.4% |
| All | +72.2% | +13.7% | +58.5% | +73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling