+1,312.1%
LRCX vs DOCU
+110.9%
+1,201.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.2% | +2.9% | +5.3% |
| 7D | +6.5% | -0.4% | +7.0% | +6.7% |
| 30D | -23.8% | +12.9% | -36.7% | -26.3% |
| 3M | -24.2% | +35.1% | -59.2% | -30.5% |
| 6M | -20.2% | +76.2% | -96.4% | -33.2% |
| YTD | +38.2% | +17.2% | +21.0% | +27.2% |
| 1Y | +48.9% | +16.4% | +32.5% | +37.0% |
| 3Y | +252.8% | +95.6% | +157.2% | +163.4% |
| 5Y | +304.3% | -68.5% | +372.8% | +344.4% |
| All | +1,312.1% | +110.9% | +1,201.2% | +760.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling