-16.4%
LYB vs DOCU
+98.0%
-114.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +6.1% | +4.1% | +2.1% | +5.7% |
| 30D | +5.3% | +7.4% | -2.0% | +4.6% |
| 3M | +4.3% | +26.0% | -21.7% | +2.0% |
| 6M | -10.8% | +79.2% | -90.0% | -16.1% |
| YTD | +53.8% | +18.1% | +35.7% | +51.2% |
| 1Y | +50.5% | +20.5% | +29.9% | +47.3% |
| 3Y | -16.4% | +96.4% | -112.8% | -23.4% |
| All | -16.4% | +98.0% | -114.4% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling