-1.7%
CPNG vs DOCS
+50.6%
-52.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -3.3% |
| 7D | +12.7% | -1.3% | +14.0% | +12.9% |
| 30D | +13.9% | +19.4% | -5.5% | +12.4% |
| 3M | +2.6% | +53.4% | -50.8% | -0.7% |
| 6M | -20.9% | +28.8% | -49.7% | -22.8% |
| YTD | -30.4% | -25.1% | -5.3% | -29.5% |
| 1Y | -45.7% | -48.1% | +2.5% | -43.5% |
| All | -1.7% | +50.6% | -52.3% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling