+22.2%
CCL vs DOCN
-32.3%
+54.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.6% | -0.7% |
| 7D | +2.6% | -19.2% | +21.8% | +8.4% |
| 30D | +13.1% | -43.1% | +56.2% | +30.6% |
| 3M | +3.3% | -40.7% | +44.0% | +15.7% |
| 6M | +8.7% | -55.0% | +63.7% | +28.4% |
| YTD | -1.6% | +50.6% | -52.2% | -29.2% |
| 1Y | +14.0% | +54.0% | -40.0% | -19.0% |
| 3Y | +145.1% | +203.9% | -58.7% | +21.3% |
| All | +22.2% | -32.3% | +54.5% | -18.4% |
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 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