+41.1%
CLS vs DOCN
+254.3%
-213.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.1% |
| 7D | +4.6% | +1.1% | +3.4% | +4.3% |
| 30D | -13.9% | -9.6% | -4.3% | -11.0% |
| 3M | -26.6% | -37.7% | +11.1% | -17.1% |
| 6M | +15.4% | +115.2% | -99.8% | -13.7% |
| YTD | +5.7% | +133.7% | -128.1% | -25.8% |
| 1Y | +41.1% | +250.2% | -209.0% | -8.7% |
| All | +41.1% | +254.3% | -213.2% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling