+87.1%
DOCN vs CNC
+9.7%
+77.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.4% |
| 7D | -12.1% | +4.0% | -16.1% | -12.3% |
| 30D | -41.0% | +7.4% | -48.4% | -41.3% |
| 3M | -38.7% | +5.4% | -44.1% | -39.0% |
| 6M | -51.5% | +25.4% | -76.9% | -52.4% |
| YTD | +65.3% | +70.6% | -5.3% | +57.1% |
| 1Y | +53.9% | +104.9% | -51.0% | +43.7% |
| 3Y | +215.6% | -2.3% | +217.9% | +210.7% |
| 5Y | -26.2% | -6.5% | -19.7% | -25.8% |
| All | +87.1% | +9.7% | +77.4% | +89.8% |
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