+132.0%
LMT vs DOCU
+112.5%
+19.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | +5.1% | +4.1% | +1.0% | +5.0% |
| 30D | +14.1% | +7.4% | +6.8% | +14.0% |
| 3M | +0.3% | +26.0% | -25.7% | -0.2% |
| 6M | +16.1% | +79.2% | -63.1% | +14.6% |
| YTD | +25.5% | +18.1% | +7.4% | +24.9% |
| 1Y | +34.1% | +20.5% | +13.6% | +33.4% |
| 3Y | +45.1% | +96.4% | -51.3% | +40.5% |
| 5Y | +100.9% | -69.5% | +170.4% | +107.9% |
| All | +132.0% | +112.5% | +19.5% | +70.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling