+67.3%
LNG vs DOCU
+87.9%
-20.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -15.9% | -5.5% | -10.3% | -15.6% |
| 30D | +2.1% | +12.6% | -10.5% | +1.5% |
| 3M | +4.8% | +36.4% | -31.6% | +3.1% |
| 6M | +6.8% | +66.8% | -60.0% | +3.6% |
| YTD | +44.0% | +13.5% | +30.5% | +43.2% |
| 1Y | +34.9% | +11.3% | +23.6% | +34.3% |
| 3Y | +67.3% | +92.1% | -24.7% | +67.2% |
| All | +67.3% | +87.9% | -20.6% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling