+28.1%
CCL vs DOCN
+102.5%
-74.4%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.2% | +14.4% | +9.1% |
| 7D | +11.6% | -20.0% | +31.7% | +17.7% |
| 30D | +22.5% | -38.8% | +61.3% | +37.5% |
| 3M | +6.4% | -34.8% | +41.2% | +15.6% |
| 6M | +23.4% | -22.8% | +46.2% | +20.8% |
| YTD | +4.2% | +74.6% | -70.4% | -24.6% |
| 1Y | +21.9% | +116.4% | -94.6% | -18.7% |
| 3Y | +153.6% | +239.3% | -85.8% | +35.5% |
| 5Y | +39.1% | -20.2% | +59.3% | -10.5% |
| All | +28.1% | +102.5% | -74.4% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling