+25.7%
COP vs DOCN
+189.9%
-164.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.5% |
| 7D | -11.5% | -19.2% | +7.6% | -10.8% |
| 30D | +5.0% | -43.1% | +48.0% | +7.1% |
| 3M | +17.5% | -40.7% | +58.2% | +19.3% |
| 6M | +16.2% | -55.0% | +71.2% | +19.4% |
| YTD | +48.8% | +50.6% | -1.8% | +35.9% |
| 1Y | +64.1% | +54.0% | +10.1% | +49.4% |
| 3Y | +25.7% | +203.9% | -178.2% | +7.6% |
| All | +25.7% | +189.9% | -164.3% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling