+324.3%
DOCN vs CASY
+215.7%
+108.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | -9.6% | -11.3% | +1.7% | -6.0% |
| 3M | -37.7% | -0.6% | -37.0% | -38.3% |
| 6M | +115.2% | +10.7% | +104.5% | +106.2% |
| YTD | +133.7% | +37.1% | +96.6% | +108.1% |
| 1Y | +250.2% | +52.3% | +197.9% | +198.6% |
| All | +324.3% | +215.7% | +108.5% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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