+355.4%
LYV vs DOCU
+110.9%
+244.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.1% | +0.4% |
| 7D | -1.6% | -0.4% | -1.2% | -1.6% |
| 30D | +6.2% | +12.9% | -6.7% | +3.5% |
| 3M | -1.7% | +35.1% | -36.8% | -8.1% |
| 6M | +10.5% | +76.2% | -65.7% | -2.9% |
| YTD | +26.4% | +17.2% | +9.2% | +19.9% |
| 1Y | +27.0% | +16.4% | +10.6% | +20.5% |
| 3Y | +105.9% | +95.6% | +10.3% | +68.1% |
| 5Y | +57.7% | -68.5% | +126.2% | +63.5% |
| All | +355.4% | +110.9% | +244.5% | +219.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling