-43.5%
CPNG vs DOCS
-40.0%
-3.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.4% |
| 7D | +7.2% | -0.6% | +7.8% | +7.4% |
| 30D | +3.2% | +6.3% | -3.1% | +2.8% |
| 3M | +0.9% | +26.5% | -25.6% | -0.6% |
| 6M | -3.8% | +24.8% | -28.6% | -5.3% |
| YTD | -30.8% | -26.8% | -4.0% | -30.8% |
| 1Y | -43.5% | -38.3% | -5.2% | -43.0% |
| All | -43.5% | -40.0% | -3.6% | -43.0% |
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