-2.9%
LUV vs DOCU
+110.9%
-113.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | -0.1% |
| 7D | +0.1% | -0.4% | +0.6% | +0.2% |
| 30D | +14.0% | +12.9% | +1.1% | +12.2% |
| 3M | +2.6% | +35.1% | -32.5% | -1.6% |
| 6M | +17.3% | +76.2% | -58.9% | +8.1% |
| YTD | +14.0% | +17.2% | -3.2% | +10.3% |
| 1Y | +47.9% | +16.4% | +31.5% | +43.0% |
| 3Y | +114.0% | +95.6% | +18.4% | +89.4% |
| 5Y | +3.2% | -68.5% | +71.7% | +2.6% |
| All | -2.9% | +110.9% | -113.8% | -30.3% |
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