+1,299.6%
LRCX vs DOCU
+110.9%
+1,188.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +26.2% | +1.6% | +24.7% | +25.7% |
| 30D | -22.4% | +10.8% | -33.2% | -24.5% |
| 3M | -28.2% | +38.0% | -66.2% | -34.5% |
| 6M | -19.0% | +77.4% | -96.4% | -32.4% |
| YTD | +37.0% | +17.2% | +19.8% | +26.1% |
| 1Y | +45.5% | +15.6% | +29.9% | +34.2% |
| 3Y | +249.7% | +95.6% | +154.1% | +161.0% |
| 5Y | +293.9% | -69.7% | +363.6% | +338.0% |
| All | +1,299.6% | +110.9% | +1,188.6% | +752.9% |
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 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