+36.0%
LHX vs DOCU
-69.6%
+105.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | +4.8% | +4.1% | +0.7% | +4.7% |
| 30D | +14.7% | +7.4% | +7.3% | +14.5% |
| 3M | -5.1% | +26.0% | -31.1% | -5.7% |
| 6M | -9.9% | +79.2% | -89.1% | -11.2% |
| YTD | -6.1% | +18.1% | -24.2% | -6.6% |
| 1Y | -4.0% | +20.5% | -24.5% | -4.6% |
| 3Y | +56.9% | +96.4% | -39.5% | +52.8% |
| All | +36.0% | -69.6% | +105.7% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling