+518.2%
CEG vs DOCN
+25.5%
+492.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.8% | +3.9% |
| 7D | -4.7% | -19.2% | +14.4% | -1.9% |
| 30D | -16.6% | -43.1% | +26.5% | -10.0% |
| 3M | -4.1% | -40.7% | +36.6% | +2.0% |
| 6M | -22.3% | -55.0% | +32.7% | -15.0% |
| YTD | -28.9% | +50.6% | -79.6% | -37.6% |
| 1Y | -28.5% | +54.0% | -82.4% | -37.5% |
| 3Y | +104.3% | +203.9% | -99.6% | +59.2% |
| All | +518.2% | +25.5% | +492.7% | +400.3% |
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