+1,224.9%
LRCX vs DOCU
+104.6%
+1,120.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +10.4% |
| 7D | -2.7% | -4.8% | +2.0% | -1.5% |
| 30D | -30.6% | +9.4% | -40.0% | -32.3% |
| 3M | -28.8% | +29.0% | -57.9% | -34.0% |
| 6M | -24.6% | +62.3% | -86.9% | -35.6% |
| YTD | +29.7% | +13.7% | +16.0% | +20.2% |
| 1Y | +39.5% | +11.5% | +28.0% | +29.8% |
| 3Y | +248.9% | +94.2% | +154.7% | +160.6% |
| 5Y | +274.3% | -71.7% | +346.1% | +324.1% |
| All | +1,224.9% | +104.6% | +1,120.3% | +713.3% |
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