+70.5%
DOCN vs CNC
+9.0%
+61.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.0% | +8.5% | +2.8% |
| 7D | -19.2% | +1.9% | -21.0% | -19.2% |
| 30D | -43.1% | +7.3% | -50.4% | -43.3% |
| 3M | -40.7% | +8.6% | -49.3% | -41.1% |
| 6M | -55.0% | +26.0% | -81.0% | -55.8% |
| YTD | +50.6% | +69.5% | -18.9% | +43.2% |
| 1Y | +54.0% | +88.0% | -34.0% | +44.8% |
| 3Y | +203.9% | -2.9% | +206.8% | +199.3% |
| 5Y | -29.4% | -6.0% | -23.4% | -29.1% |
| All | +70.5% | +9.0% | +61.5% | +73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling