-32.7%
LVS vs DOCU
+104.2%
-137.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | +11.1% | -5.5% | +16.6% | +12.2% |
| 30D | +14.7% | +12.6% | +2.0% | +12.2% |
| 3M | -10.9% | +36.4% | -47.3% | -16.2% |
| 6M | -22.3% | +66.8% | -89.1% | -29.9% |
| YTD | -35.8% | +13.5% | -49.3% | -38.4% |
| 1Y | -33.5% | +11.3% | -44.8% | -36.0% |
| 3Y | -11.7% | +92.1% | -103.8% | -26.1% |
| 5Y | +2.6% | -71.0% | +73.6% | +6.3% |
| All | -32.7% | +104.2% | -137.0% | -56.3% |
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 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