+76.1%
CB vs DOCN
+236.1%
-160.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.2% | +9.2% | +1.9% |
| 7D | +5.3% | -20.0% | +25.3% | +4.6% |
| 30D | +13.2% | -38.8% | +52.0% | +11.9% |
| 3M | +7.8% | -34.8% | +42.6% | +6.8% |
| 6M | +15.8% | -22.8% | +38.6% | +14.8% |
| YTD | +21.0% | +74.6% | -53.6% | +19.7% |
| 1Y | +32.2% | +116.4% | -84.3% | +30.5% |
| All | +76.1% | +236.1% | -160.0% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling