+17.3%
LUV vs DOCU
+69.4%
-52.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | +0.3% |
| 7D | +0.1% | -0.4% | +0.6% | +0.1% |
| 30D | +14.0% | +12.9% | +1.1% | +14.1% |
| 3M | +2.6% | +35.1% | -32.5% | +2.6% |
| 6M | +17.3% | +76.2% | -58.9% | +17.5% |
| All | +17.3% | +69.4% | -52.1% | +17.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling