+105.2%
LHX vs DOCU
+110.9%
-5.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | +0.1% |
| 7D | +6.5% | -0.4% | +6.9% | +6.5% |
| 30D | +16.1% | +12.9% | +3.2% | +15.5% |
| 3M | -2.8% | +35.1% | -37.9% | -4.1% |
| 6M | -7.7% | +76.2% | -83.9% | -10.0% |
| YTD | -4.6% | +17.2% | -21.8% | -5.6% |
| 1Y | -6.8% | +16.4% | -23.2% | -7.7% |
| 3Y | +60.8% | +95.6% | -34.7% | +53.5% |
| 5Y | +39.5% | -68.5% | +108.1% | +42.9% |
| All | +105.2% | +110.9% | -5.7% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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