+98.6%
DOCU vs LNT
+125.8%
-27.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | -3.2% | +4.7% | -7.9% | -3.4% |
| 30D | +15.7% | +13.0% | +2.7% | +15.0% |
| 3M | +37.3% | +5.4% | +31.9% | +36.9% |
| 6M | +63.1% | +2.0% | +61.1% | +62.9% |
| YTD | +15.4% | +16.5% | -1.1% | +13.9% |
| 1Y | +11.3% | +13.3% | -2.0% | +10.1% |
| 3Y | +92.1% | +58.7% | +33.4% | +84.1% |
| 5Y | -70.5% | +53.3% | -123.8% | -71.7% |
| All | +98.6% | +125.8% | -27.2% | +108.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling