+21.3%
CCL vs DOCN
-34.6%
+55.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -15.9% | +10.3% | -1.1% |
| 7D | +2.6% | -29.3% | +31.9% | +12.3% |
| 30D | +11.3% | -46.0% | +57.4% | +30.5% |
| 3M | +0.3% | -43.2% | +43.4% | +13.6% |
| 6M | +16.1% | -53.7% | +69.9% | +35.8% |
| YTD | -1.6% | +46.9% | -48.5% | -28.5% |
| 1Y | +11.8% | +54.3% | -42.6% | -20.7% |
| 3Y | +139.6% | +185.5% | -46.0% | +21.8% |
| 5Y | +21.3% | -31.1% | +52.4% | -19.9% |
| All | +21.3% | -34.6% | +55.8% | -19.9% |
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