+134.4%
CB vs DOCN
+171.0%
-36.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -1.9% |
| 7D | +0.5% | +1.1% | -0.6% | +0.5% |
| 30D | -3.1% | -9.6% | +6.5% | -3.1% |
| 3M | +9.0% | -37.7% | +46.6% | +9.3% |
| 6M | +2.9% | +115.2% | -112.4% | +1.0% |
| YTD | +10.1% | +133.7% | -123.6% | +7.8% |
| 1Y | +22.8% | +250.2% | -227.4% | +19.0% |
| 3Y | +73.8% | +320.3% | -246.5% | +66.1% |
| 5Y | +99.2% | +53.1% | +46.1% | +92.9% |
| All | +134.4% | +171.0% | -36.6% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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