+111.4%
LUV vs DOCU
+88.2%
+23.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +5.3% | -4.8% | +10.1% | +6.0% |
| 30D | +11.1% | +9.4% | +1.8% | +9.9% |
| 3M | -1.1% | +29.0% | -30.2% | -4.5% |
| 6M | +13.1% | +62.3% | -49.2% | +5.3% |
| YTD | +13.5% | +13.7% | -0.1% | +11.2% |
| 1Y | +45.2% | +11.5% | +33.7% | +42.3% |
| 3Y | +111.4% | +94.2% | +17.2% | +69.5% |
| All | +111.4% | +88.2% | +23.2% | +69.5% |
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