+5.3%
LVS vs DOCU
-71.0%
+76.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.1% |
| 7D | +11.1% | -5.5% | +16.6% | +12.4% |
| 30D | +14.7% | +12.6% | +2.0% | +11.7% |
| 3M | -10.9% | +36.4% | -47.3% | -17.3% |
| 6M | -22.3% | +66.8% | -89.1% | -31.4% |
| YTD | -35.8% | +13.5% | -49.3% | -38.8% |
| 1Y | -33.5% | +11.3% | -44.8% | -36.5% |
| 3Y | -11.7% | +92.1% | -103.8% | -30.3% |
| All | +5.3% | -71.0% | +76.3% | +9.7% |
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