+84.2%
DOCN vs CNC
+7.1%
+77.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.7% | +9.8% | +8.1% |
| 7D | -12.8% | +3.0% | -15.8% | -13.0% |
| 30D | -41.9% | +4.9% | -46.8% | -42.2% |
| 3M | -36.9% | +4.2% | -41.1% | -37.2% |
| 6M | -52.2% | +22.5% | -74.7% | -53.1% |
| YTD | +62.7% | +66.6% | -3.8% | +54.8% |
| 1Y | +58.2% | +82.5% | -24.2% | +49.1% |
| 3Y | +219.5% | -4.1% | +223.5% | +214.5% |
| 5Y | -32.9% | -8.3% | -24.5% | -32.5% |
| All | +84.2% | +7.1% | +77.1% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling