+103.1%
DOCN vs CNC
+11.4%
+91.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.6% | -4.2% |
| 7D | +19.1% | +2.2% | +16.9% | +19.0% |
| 30D | -21.0% | +1.6% | -22.6% | -21.1% |
| 3M | -34.7% | +7.9% | -42.7% | -35.2% |
| 6M | -45.8% | +21.2% | -67.0% | -46.6% |
| YTD | +79.4% | +73.2% | +6.2% | +70.4% |
| 1Y | +91.0% | +97.5% | -6.5% | +79.1% |
| 3Y | +237.5% | -1.2% | +238.7% | +232.4% |
| 5Y | -30.4% | -6.1% | -24.4% | -30.1% |
| All | +103.1% | +11.4% | +91.7% | +105.9% |
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