+329.7%
LYV vs DOCU
+69.6%
+260.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -5.3% | -1.4% | -3.9% | -5.1% |
| 30D | -7.9% | +8.1% | -16.0% | -9.7% |
| 3M | +4.5% | +43.0% | -38.5% | -3.7% |
| 6M | +2.5% | +32.4% | -29.8% | -4.7% |
| YTD | +19.3% | -5.8% | +25.1% | +18.6% |
| 1Y | -0.2% | -19.2% | +19.1% | +2.0% |
| 3Y | +110.0% | +28.4% | +81.7% | +87.5% |
| 5Y | +96.8% | -77.1% | +173.9% | +116.3% |
| All | +329.7% | +69.6% | +260.1% | +216.3% |
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