-43.8%
CPNG vs DOCS
-49.1%
+5.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.6% |
| 7D | +13.4% | -0.8% | +14.1% | +13.5% |
| 30D | +10.0% | +17.4% | -7.4% | +8.9% |
| 3M | -0.4% | +57.4% | -57.7% | -2.6% |
| 6M | -8.9% | +26.5% | -35.5% | -10.5% |
| YTD | -30.9% | -26.6% | -4.4% | -31.7% |
| 1Y | -43.8% | -48.1% | +4.2% | -43.8% |
| All | -43.8% | -49.1% | +5.3% | -43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling