-80.4%
LYFT vs DOCU
+26.1%
-106.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -8.4% | -4.0% | -4.3% | -7.0% |
| 30D | -7.6% | +13.0% | -20.6% | -12.0% |
| 3M | +11.7% | +47.4% | -35.6% | -3.7% |
| 6M | +15.1% | +36.8% | -21.7% | +1.0% |
| YTD | -20.9% | -4.0% | -16.9% | -21.5% |
| 1Y | -16.4% | -18.2% | +1.8% | -12.5% |
| 3Y | +35.2% | +39.7% | -4.4% | +11.4% |
| 5Y | -69.4% | -76.3% | +6.9% | -66.0% |
| All | -80.4% | +26.1% | -106.5% | -85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling