+89.7%
LMT vs DOCU
-71.0%
+160.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.6% |
| 7D | -11.0% | -5.5% | -5.4% | -11.0% |
| 30D | +13.6% | +12.6% | +1.0% | +13.7% |
| 3M | -2.1% | +36.4% | -38.5% | -1.8% |
| 6M | +11.7% | +66.8% | -55.1% | +12.2% |
| YTD | +19.4% | +13.5% | +5.9% | +19.8% |
| 1Y | +24.1% | +11.3% | +12.8% | +24.5% |
| 3Y | +36.2% | +92.1% | -55.9% | +35.7% |
| All | +89.7% | -71.0% | +160.7% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling