-57.0%
CPNG vs DOCS
-20.2%
-36.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | +11.7% | 0.0% | +11.7% | +11.8% |
| 30D | +3.8% | +7.8% | -4.0% | +2.6% |
| 3M | +1.2% | +20.0% | -18.8% | -2.0% |
| 6M | -3.3% | +26.5% | -29.8% | -8.8% |
| YTD | -30.4% | -25.8% | -4.6% | -28.3% |
| 1Y | -43.1% | -39.5% | -3.7% | -39.4% |
| 3Y | +8.2% | +60.3% | -52.1% | -13.3% |
| 5Y | -44.7% | -57.0% | +12.3% | -49.5% |
| All | -57.0% | -20.2% | -36.8% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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