+3.1%
LVS vs DOCU
-71.9%
+75.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.8% |
| 7D | +11.4% | -3.2% | +14.6% | +12.1% |
| 30D | +13.6% | +15.7% | -2.1% | +10.0% |
| 3M | -10.0% | +37.3% | -47.3% | -16.5% |
| 6M | -20.6% | +63.1% | -83.7% | -29.5% |
| YTD | -35.5% | +15.4% | -50.9% | -38.7% |
| 1Y | -32.9% | +11.3% | -44.2% | -35.9% |
| 3Y | -10.3% | +92.1% | -102.4% | -29.1% |
| 5Y | +3.1% | -70.5% | +73.6% | +6.3% |
| All | +3.1% | -71.9% | +75.0% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling