+427.8%
LNG vs DOCU
+80.0%
+347.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.1% |
| 7D | +3.4% | +6.9% | -3.5% | +2.9% |
| 30D | +14.9% | +19.0% | -4.1% | +13.1% |
| 3M | +21.4% | +34.3% | -12.9% | +18.1% |
| 6M | +17.8% | +48.0% | -30.2% | +13.4% |
| YTD | +51.3% | 0.0% | +51.3% | +50.2% |
| 1Y | +24.4% | -10.3% | +34.7% | +24.4% |
| 3Y | +79.7% | +32.4% | +47.3% | +70.9% |
| 5Y | +241.3% | -77.9% | +319.3% | +265.9% |
| All | +427.8% | +80.0% | +347.8% | +328.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling