+431.7%
LNG vs DOCU
+104.4%
+327.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -5.5% | -3.4% | -2.1% | -5.2% |
| 30D | +5.7% | +9.3% | -3.5% | +4.9% |
| 3M | +10.7% | +30.2% | -19.5% | +8.2% |
| 6M | +23.1% | +62.1% | -39.1% | +17.7% |
| YTD | +52.4% | +13.5% | +38.9% | +49.7% |
| 1Y | +40.0% | +11.5% | +28.5% | +37.6% |
| 3Y | +76.0% | +89.5% | -13.5% | +62.4% |
| 5Y | +194.7% | -69.6% | +264.3% | +206.3% |
| All | +431.7% | +104.4% | +327.3% | +327.2% |
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