+72.0%
LMT vs DOCU
-78.0%
+149.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.4% |
| 7D | -6.3% | +6.9% | -13.2% | -6.2% |
| 30D | -8.5% | +19.0% | -27.5% | -8.3% |
| 3M | +1.8% | +34.3% | -32.5% | +2.2% |
| 6M | -19.9% | +48.0% | -67.9% | -19.6% |
| YTD | +10.6% | 0.0% | +10.6% | +10.8% |
| 1Y | +17.9% | -10.3% | +28.2% | +18.2% |
| 3Y | +27.0% | +32.4% | -5.4% | +26.7% |
| All | +72.0% | -78.0% | +149.9% | +68.8% |
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