-33.3%
LVS vs DOCU
+112.5%
-145.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.6% |
| 7D | -0.8% | +4.1% | -4.9% | -1.5% |
| 30D | +10.0% | +7.4% | +2.6% | +8.5% |
| 3M | -11.0% | +26.0% | -37.0% | -15.0% |
| 6M | -20.1% | +79.2% | -99.3% | -28.9% |
| YTD | -36.3% | +18.1% | -54.4% | -39.3% |
| 1Y | -36.8% | +20.5% | -57.4% | -40.1% |
| 3Y | -9.5% | +96.4% | -105.9% | -24.6% |
| 5Y | +9.3% | -69.5% | +78.8% | +12.3% |
| All | -33.3% | +112.5% | -145.8% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling