+250.2%
DOCN vs CI
-4.0%
+254.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +2.7% |
| 7D | +1.1% | +1.3% | -0.2% | +1.3% |
| 30D | -9.6% | +4.4% | -14.1% | -9.2% |
| 3M | -37.7% | +0.7% | -38.3% | -37.6% |
| 6M | +115.2% | +0.3% | +114.9% | +114.2% |
| YTD | +133.7% | +3.8% | +129.9% | +133.2% |
| 1Y | +250.2% | -5.5% | +255.6% | +266.4% |
| All | +250.2% | -4.0% | +254.1% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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