+198.1%
DOCN vs CNI
+19.1%
+179.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.5% | +13.1% | +13.0% |
| 7D | +16.3% | +1.9% | +14.4% | +14.7% |
| 30D | +2.0% | -3.0% | +5.1% | +4.0% |
| 3M | -25.2% | +2.2% | -27.3% | -27.4% |
| 6M | +132.7% | +16.3% | +116.4% | +101.7% |
| YTD | +163.3% | +25.7% | +137.6% | +113.1% |
| 1Y | +280.3% | +30.4% | +249.9% | +197.2% |
| 3Y | +371.8% | +20.4% | +351.4% | +290.9% |
| 5Y | +87.1% | +10.4% | +76.7% | +68.3% |
| All | +198.1% | +19.1% | +179.0% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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