+101.7%
DOCU vs LNT
+124.6%
-22.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | +10.8% | +9.9% | +0.9% | +10.3% |
| 3M | +38.0% | +4.8% | +33.2% | +37.6% |
| 6M | +77.4% | +2.2% | +75.2% | +77.1% |
| YTD | +17.2% | +15.9% | +1.3% | +15.7% |
| 1Y | +15.6% | +10.6% | +5.0% | +14.6% |
| 3Y | +95.6% | +66.1% | +29.5% | +86.8% |
| 5Y | -69.7% | +55.6% | -125.3% | -70.9% |
| All | +101.7% | +124.6% | -22.9% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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