+96.6%
LYV vs DOCU
-77.8%
+174.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.6% |
| 7D | -3.8% | +0.7% | -4.5% | -4.0% |
| 30D | -5.7% | +8.0% | -13.7% | -7.7% |
| 3M | +6.9% | +41.0% | -34.1% | -2.4% |
| 6M | +9.2% | +33.7% | -24.5% | +0.2% |
| YTD | +19.6% | -4.9% | +24.5% | +18.7% |
| 1Y | +0.6% | -20.4% | +21.0% | +3.7% |
| 3Y | +110.6% | +29.6% | +81.0% | +82.3% |
| 5Y | +96.6% | -76.9% | +173.5% | +94.8% |
| All | +96.6% | -77.8% | +174.4% | +94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling