+50.5%
LYB vs DOCU
+18.5%
+32.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +6.1% | +4.1% | +2.1% | +6.0% |
| 30D | +5.3% | +7.4% | -2.0% | +5.3% |
| 3M | +4.3% | +26.0% | -21.7% | +4.6% |
| 6M | -10.8% | +79.2% | -90.0% | -9.5% |
| YTD | +53.8% | +18.1% | +35.7% | +53.4% |
| 1Y | +50.5% | +20.5% | +29.9% | +49.7% |
| All | +50.5% | +18.5% | +32.0% | +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