+36.9%
LMT vs DOCN
+70.8%
-33.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.6% | -8.4% | +1.2% |
| 7D | +2.5% | +3.7% | -1.2% | +2.5% |
| 30D | +19.2% | -33.7% | +52.9% | +18.2% |
| 3M | +2.7% | -27.9% | +30.6% | +1.9% |
| 6M | +20.6% | -46.4% | +67.1% | +19.4% |
| YTD | +28.4% | +81.1% | -52.7% | +19.2% |
| 1Y | +36.9% | +74.3% | -37.4% | +27.2% |
| All | +36.9% | +70.8% | -33.9% | +27.2% |
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