+50.6%
LYB vs DOCU
+11.6%
+39.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | -6.2% | -3.7% | -2.5% | -6.2% |
| 30D | +6.3% | +15.0% | -8.6% | +6.5% |
| 3M | +4.1% | +39.9% | -35.8% | +5.0% |
| 6M | -15.5% | +66.2% | -81.6% | -14.0% |
| YTD | +50.2% | +17.7% | +32.6% | +48.7% |
| 1Y | +50.6% | +13.7% | +36.9% | +49.7% |
| All | +50.6% | +11.6% | +39.0% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling