+37.3%
LUV vs DOCU
+33.7%
+3.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.4% | +1.8% |
| 7D | +0.4% | +6.9% | -6.5% | -0.5% |
| 30D | -18.4% | +19.0% | -37.4% | -20.5% |
| 3M | -3.2% | +34.3% | -37.5% | -7.6% |
| 6M | -14.8% | +48.0% | -62.9% | -20.3% |
| YTD | -2.9% | 0.0% | -2.9% | -3.3% |
| 1Y | +29.6% | -10.3% | +39.9% | +31.1% |
| All | +37.3% | +33.7% | +3.6% | +7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling