-32.6%
LVS vs DOCU
+104.4%
-137.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +6.7% | -3.4% | +10.1% | +7.3% |
| 30D | +13.8% | +9.3% | +4.5% | +11.9% |
| 3M | -9.5% | +30.2% | -39.7% | -14.1% |
| 6M | -22.0% | +62.1% | -84.1% | -29.3% |
| YTD | -35.7% | +13.5% | -49.2% | -38.2% |
| 1Y | -36.7% | +11.5% | -48.2% | -39.1% |
| 3Y | -8.8% | +89.5% | -98.4% | -23.5% |
| 5Y | +9.5% | -69.6% | +79.2% | +12.9% |
| All | -32.6% | +104.4% | -137.0% | -56.2% |
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 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