+179.9%
LNG vs DOCU
-71.8%
+251.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.6% | +2.7% |
| 7D | -8.4% | -4.8% | -3.6% | -8.1% |
| 30D | +2.7% | +9.4% | -6.7% | +2.0% |
| 3M | +11.7% | +29.0% | -17.3% | +9.8% |
| 6M | +19.5% | +62.3% | -42.8% | +15.2% |
| YTD | +48.0% | +13.7% | +34.3% | +45.9% |
| 1Y | +38.4% | +11.5% | +26.8% | +36.5% |
| 3Y | +71.9% | +94.2% | -22.3% | +60.8% |
| 5Y | +179.9% | -71.7% | +251.6% | +183.1% |
| All | +179.9% | -71.8% | +251.6% | +183.1% |
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