-62.7%
CPNG vs DOCN
+91.6%
-154.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | +7.2% | -12.1% | +19.4% | +9.9% |
| 30D | +3.2% | -41.0% | +44.2% | +15.6% |
| 3M | +0.9% | -38.7% | +39.6% | +9.8% |
| 6M | -3.8% | -51.5% | +47.7% | +8.9% |
| YTD | -30.8% | +65.3% | -96.0% | -48.1% |
| 1Y | -43.5% | +53.9% | -97.4% | -56.8% |
| 3Y | +6.6% | +215.6% | -209.0% | -43.6% |
| 5Y | -45.3% | -26.2% | -19.2% | -63.0% |
| All | -62.7% | +91.6% | -154.3% | -80.4% |
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 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