-53.0%
CPNG vs DOCN
+54.1%
-107.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.1% |
| 7D | -7.4% | +1.1% | -8.6% | -7.8% |
| 30D | -4.4% | -9.6% | +5.2% | -3.0% |
| 3M | -7.5% | -37.7% | +30.2% | +2.1% |
| 6M | -19.9% | +115.2% | -135.2% | -42.0% |
| YTD | -35.2% | +133.7% | -168.9% | -55.0% |
| 1Y | -46.8% | +250.2% | -296.9% | -68.4% |
| 3Y | -20.2% | +320.3% | -340.4% | -61.4% |
| All | -53.0% | +54.1% | -107.1% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling