+54.0%
DOCN vs CAG
-4.1%
+58.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.3% | +1.3% |
| 7D | -19.2% | +5.8% | -25.0% | -15.5% |
| 30D | -43.1% | +16.4% | -59.4% | -36.4% |
| 3M | -40.7% | +3.8% | -44.5% | -37.3% |
| 6M | -55.0% | +10.8% | -65.8% | -49.7% |
| YTD | +50.6% | -5.8% | +56.5% | +55.3% |
| 1Y | +54.0% | -2.4% | +56.3% | +57.2% |
| All | +54.0% | -4.1% | +58.1% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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