+405.3%
LNG vs DOCU
+107.7%
+297.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -4.1% |
| 7D | -12.3% | -3.2% | -9.1% | -12.1% |
| 30D | +1.6% | +15.7% | -14.1% | +0.3% |
| 3M | +10.0% | +37.3% | -27.3% | +7.0% |
| 6M | +4.2% | +63.1% | -58.9% | -0.4% |
| YTD | +44.8% | +15.4% | +29.5% | +42.1% |
| 1Y | +37.3% | +11.3% | +26.0% | +35.0% |
| 3Y | +65.8% | +92.1% | -26.2% | +52.8% |
| 5Y | +171.7% | -70.5% | +242.2% | +183.4% |
| All | +405.3% | +107.7% | +297.7% | +305.5% |
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