+54.3%
DOCN vs CG
-20.1%
+74.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.5% | -9.3% | -12.8% |
| 7D | -29.3% | -1.5% | -27.8% | -28.4% |
| 30D | -46.0% | +2.8% | -48.8% | -46.4% |
| 3M | -43.2% | -19.2% | -23.9% | -37.5% |
| 6M | -53.7% | -21.0% | -32.8% | -48.2% |
| YTD | +46.9% | -31.0% | +77.9% | +78.0% |
| 1Y | +54.3% | -21.1% | +75.4% | +73.5% |
| All | +54.3% | -20.1% | +74.4% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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