-7.2%
LUV vs DOCU
+107.7%
-114.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -4.0% |
| 7D | +1.7% | -3.2% | +5.0% | +2.2% |
| 30D | +4.7% | +15.7% | -11.0% | +2.7% |
| 3M | -8.5% | +37.3% | -45.8% | -12.4% |
| 6M | +12.9% | +63.1% | -50.2% | +5.1% |
| YTD | +9.0% | +15.4% | -6.4% | +5.6% |
| 1Y | +43.1% | +11.3% | +31.7% | +39.2% |
| 3Y | +99.9% | +92.1% | +7.8% | +77.3% |
| 5Y | -7.3% | -70.5% | +63.2% | -7.4% |
| All | -7.2% | +107.7% | -114.9% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling