+38.3%
LMT vs DOCN
+182.8%
-144.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -15.9% | +12.7% | -3.2% |
| 7D | -10.5% | -29.3% | +18.8% | -10.6% |
| 30D | +12.9% | -46.0% | +59.0% | +12.7% |
| 3M | +0.4% | -43.2% | +43.6% | +0.1% |
| 6M | +14.7% | -53.7% | +68.4% | +14.3% |
| YTD | +21.3% | +46.9% | -25.6% | +18.3% |
| 1Y | +24.9% | +54.3% | -29.4% | +21.8% |
| All | +38.3% | +182.8% | -144.5% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling