+101.4%
LUV vs DOCU
+87.9%
+13.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.2% |
| 7D | +4.8% | -5.5% | +10.3% | +5.5% |
| 30D | +6.5% | +12.6% | -6.1% | +5.0% |
| 3M | -4.9% | +36.4% | -41.3% | -8.9% |
| 6M | +8.1% | +66.8% | -58.7% | +0.2% |
| YTD | +9.0% | +13.5% | -4.5% | +6.7% |
| 1Y | +43.6% | +11.3% | +32.3% | +40.7% |
| 3Y | +101.4% | +92.1% | +9.3% | +55.3% |
| All | +101.4% | +87.9% | +13.5% | +55.3% |
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 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