+20.9%
CCL vs DOCN
+74.7%
-53.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.6% | -0.7% |
| 7D | +2.6% | -19.2% | +21.8% | +7.9% |
| 30D | +13.1% | -43.1% | +56.2% | +29.1% |
| 3M | +3.3% | -40.7% | +44.0% | +14.6% |
| 6M | +8.7% | -55.0% | +63.7% | +26.7% |
| YTD | -1.6% | +50.6% | -52.2% | -26.2% |
| 1Y | +14.0% | +54.0% | -40.0% | -15.5% |
| 3Y | +145.1% | +203.9% | -58.7% | +34.1% |
| 5Y | +21.2% | -29.4% | +50.6% | -19.2% |
| All | +20.9% | +74.7% | -53.7% | -22.6% |
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