+99.9%
LMT vs DOCU
-69.6%
+169.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | +5.1% | +4.1% | +1.0% | +5.1% |
| 30D | +14.1% | +7.4% | +6.8% | +14.2% |
| 3M | +0.3% | +26.0% | -25.7% | +0.5% |
| 6M | +16.1% | +79.2% | -63.1% | +16.7% |
| YTD | +25.5% | +18.1% | +7.4% | +25.9% |
| 1Y | +34.1% | +20.5% | +13.6% | +34.6% |
| 3Y | +45.1% | +96.4% | -51.3% | +44.8% |
| All | +99.9% | -69.6% | +169.5% | +99.4% |
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