+51.5%
LHX vs DOCU
+87.9%
-36.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +0.7% |
| 7D | -6.4% | -5.5% | -0.8% | -6.3% |
| 30D | +11.2% | +12.6% | -1.4% | +10.9% |
| 3M | -9.8% | +36.4% | -46.2% | -10.4% |
| 6M | -13.2% | +66.8% | -80.0% | -14.0% |
| YTD | -10.4% | +13.5% | -23.8% | -10.5% |
| 1Y | -7.3% | +11.3% | -18.6% | -7.3% |
| 3Y | +51.5% | +92.1% | -40.6% | +40.1% |
| All | +51.5% | +87.9% | -36.5% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling