+28.1%
CVS vs DOCN
+182.8%
-154.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -15.9% | +17.6% | +1.9% |
| 7D | -10.0% | -29.3% | +19.3% | -9.6% |
| 30D | -5.2% | -46.0% | +40.8% | -4.6% |
| 3M | -17.4% | -43.2% | +25.8% | -16.9% |
| 6M | +2.1% | -53.7% | +55.9% | +2.8% |
| YTD | +5.6% | +46.9% | -41.3% | +1.5% |
| 1Y | +6.7% | +54.3% | -47.6% | +2.2% |
| All | +28.1% | +182.8% | -154.7% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling