+105.5%
CB vs DOCN
-34.6%
+140.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -15.9% | +15.2% | -0.7% |
| 7D | +2.6% | -29.3% | +31.9% | +2.6% |
| 30D | +11.2% | -46.0% | +57.2% | +11.3% |
| 3M | +5.7% | -43.2% | +48.9% | +5.8% |
| 6M | +15.9% | -53.7% | +69.6% | +16.1% |
| YTD | +20.2% | +46.9% | -26.8% | +17.1% |
| 1Y | +32.4% | +54.3% | -21.9% | +28.8% |
| 3Y | +75.5% | +185.5% | -110.0% | +65.5% |
| 5Y | +105.5% | -31.1% | +136.6% | +98.9% |
| All | +105.5% | -34.6% | +140.1% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling