+350.6%
LYV vs DOCU
+104.4%
+246.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | -3.4% | +3.0% | +0.4% |
| 30D | +4.6% | +9.3% | -4.6% | +2.7% |
| 3M | -3.5% | +30.2% | -33.7% | -9.1% |
| 6M | +9.2% | +62.1% | -53.0% | -2.5% |
| YTD | +25.1% | +13.5% | +11.5% | +19.4% |
| 1Y | +24.3% | +11.5% | +12.8% | +19.0% |
| 3Y | +103.7% | +89.5% | +14.2% | +67.4% |
| 5Y | +55.0% | -69.6% | +124.6% | +61.9% |
| All | +350.6% | +104.4% | +246.2% | +218.4% |
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 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