+134.8%
LMT vs DOCU
+104.4%
+30.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.5% |
| 7D | -5.6% | -3.4% | -2.3% | -5.5% |
| 30D | +18.4% | +9.3% | +9.1% | +18.1% |
| 3M | +0.6% | +30.2% | -29.6% | 0.0% |
| 6M | +20.6% | +62.1% | -41.5% | +19.3% |
| YTD | +27.0% | +13.5% | +13.4% | +26.5% |
| 1Y | +36.9% | +11.5% | +25.4% | +36.4% |
| 3Y | +46.9% | +89.5% | -42.7% | +42.3% |
| 5Y | +104.2% | -69.6% | +173.8% | +110.9% |
| All | +134.8% | +104.4% | +30.4% | +72.9% |
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