+274.3%
LRCX vs DOCU
-71.8%
+346.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +10.4% |
| 7D | -2.7% | -4.8% | +2.0% | -1.7% |
| 30D | -30.6% | +9.4% | -40.0% | -32.1% |
| 3M | -28.8% | +29.0% | -57.9% | -33.5% |
| 6M | -24.6% | +62.3% | -86.9% | -34.6% |
| YTD | +29.7% | +13.7% | +16.0% | +22.0% |
| 1Y | +39.5% | +11.5% | +28.0% | +31.7% |
| 3Y | +248.9% | +94.2% | +154.7% | +163.9% |
| 5Y | +274.3% | -71.7% | +346.1% | +248.3% |
| All | +274.3% | -71.8% | +346.1% | +248.3% |
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 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