+277.1%
LRCX vs DOCU
-69.6%
+346.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.1% | -3.5% |
| 7D | +12.7% | +4.1% | +8.7% | +11.8% |
| 30D | -21.3% | +7.4% | -28.6% | -22.6% |
| 3M | -32.9% | +26.0% | -58.9% | -36.8% |
| 6M | -23.4% | +79.2% | -102.6% | -35.1% |
| YTD | +32.4% | +18.1% | +14.3% | +23.6% |
| 1Y | +48.0% | +20.5% | +27.5% | +37.0% |
| 3Y | +243.9% | +96.4% | +147.5% | +160.2% |
| All | +277.1% | -69.6% | +346.7% | +244.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling