+25.9%
LMT vs DOCN
+110.0%
-84.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -7.2% | +0.3% | -7.1% |
| 7D | -5.5% | -20.0% | +14.5% | -6.2% |
| 30D | +17.5% | -38.8% | +56.2% | +16.1% |
| 3M | +1.6% | -34.8% | +36.4% | +0.5% |
| 6M | +16.3% | -22.8% | +39.1% | +14.7% |
| YTD | +25.3% | +74.6% | -49.4% | +24.4% |
| 1Y | +25.9% | +116.4% | -90.6% | +29.1% |
| All | +25.9% | +110.0% | -84.2% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling