+25.7%
LYB vs DOCU
-19.0%
+44.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +1.6% |
| 7D | -0.9% | +0.7% | -1.6% | -0.9% |
| 30D | +9.5% | +8.0% | +1.5% | +9.5% |
| 3M | +1.3% | +41.0% | -39.7% | +1.3% |
| 6M | -1.7% | +33.7% | -35.4% | -1.7% |
| YTD | +54.1% | -4.9% | +59.0% | +54.8% |
| 1Y | +25.7% | -20.4% | +46.1% | +26.7% |
| All | +25.7% | -19.0% | +44.7% | +26.7% |
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