+60.1%
DOCN vs CNC
+4.6%
+55.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +2.9% |
| 7D | +1.1% | +3.5% | -2.4% | +0.9% |
| 30D | -9.6% | +0.1% | -9.7% | -9.7% |
| 3M | -37.7% | +6.9% | -44.6% | -38.0% |
| 6M | +115.2% | +49.0% | +66.2% | +107.9% |
| YTD | +133.7% | +62.9% | +70.8% | +123.6% |
| 1Y | +250.2% | +134.0% | +116.2% | +223.4% |
| 3Y | +320.3% | +9.4% | +310.9% | +296.5% |
| All | +60.1% | +4.6% | +55.5% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling