+53.5%
LUNR vs DOCU
-74.5%
+127.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.1% |
| 7D | -3.6% | +6.9% | -10.5% | -4.7% |
| 30D | +5.9% | +19.0% | -13.1% | +2.6% |
| 3M | -56.0% | +34.3% | -90.3% | -58.4% |
| 6M | -20.5% | +48.0% | -68.5% | -26.8% |
| YTD | -8.7% | 0.0% | -8.8% | -10.1% |
| 1Y | +75.9% | -10.3% | +86.2% | +76.8% |
| 3Y | +202.9% | +32.4% | +170.5% | +194.7% |
| All | +53.5% | -74.5% | +127.9% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling