+213.6%
LNG vs DOCU
-69.6%
+283.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | +11.3% | +4.1% | +7.3% | +11.1% |
| 30D | +10.6% | +7.4% | +3.3% | +10.1% |
| 3M | +16.1% | +26.0% | -9.9% | +14.3% |
| 6M | +29.6% | +79.2% | -49.6% | +24.1% |
| YTD | +60.3% | +18.1% | +42.3% | +57.8% |
| 1Y | +46.1% | +20.5% | +25.6% | +43.5% |
| 3Y | +85.9% | +96.4% | -10.5% | +74.1% |
| All | +213.6% | -69.6% | +283.2% | +214.9% |
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