-6.1%
LUV vs DOCU
+112.5%
-118.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | +1.1% | +4.1% | -3.0% | +0.6% |
| 30D | +14.2% | +7.4% | +6.9% | +13.2% |
| 3M | +0.6% | +26.0% | -25.4% | -2.6% |
| 6M | +15.1% | +79.2% | -64.1% | +5.8% |
| YTD | +10.2% | +18.1% | -7.9% | +6.5% |
| 1Y | +38.4% | +20.5% | +17.9% | +33.2% |
| 3Y | +107.5% | +96.4% | +11.1% | +83.5% |
| 5Y | +1.1% | -69.5% | +70.6% | +0.7% |
| All | -6.1% | +112.5% | -118.7% | -32.7% |
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