+24.1%
LMT vs DOCN
+50.9%
-26.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.5% |
| 7D | -11.0% | -19.2% | +8.2% | -11.2% |
| 30D | +13.6% | -43.1% | +56.6% | +12.4% |
| 3M | -2.1% | -40.7% | +38.6% | -3.1% |
| 6M | +11.7% | -55.0% | +66.7% | +10.2% |
| YTD | +19.4% | +50.6% | -31.3% | +13.5% |
| 1Y | +24.1% | +54.0% | -29.9% | +18.2% |
| All | +24.1% | +50.9% | -26.9% | +18.2% |
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