+54.0%
DOCN vs CI
+15.7%
+38.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.1% | +1.3% |
| 7D | -19.2% | -1.6% | -17.6% | -19.6% |
| 30D | -43.1% | +5.4% | -48.5% | -41.7% |
| 3M | -40.7% | +7.3% | -48.0% | -39.0% |
| 6M | -55.0% | +5.3% | -60.3% | -53.8% |
| YTD | +50.6% | +8.5% | +42.1% | +54.2% |
| 1Y | +54.0% | +17.1% | +36.8% | +63.9% |
| All | +54.0% | +15.7% | +38.3% | +63.9% |
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