+203.9%
DOCN vs CNI
+18.4%
+185.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +3.4% |
| 7D | -19.2% | +0.3% | -19.5% | -19.2% |
| 30D | -43.1% | +7.2% | -50.2% | -45.1% |
| 3M | -40.7% | -1.3% | -39.4% | -40.5% |
| 6M | -55.0% | +11.8% | -66.8% | -58.7% |
| YTD | +50.6% | +27.7% | +23.0% | +22.2% |
| 1Y | +54.0% | +33.5% | +20.5% | +19.8% |
| 3Y | +203.9% | +19.3% | +184.6% | +157.0% |
| All | +203.9% | +18.4% | +185.5% | +157.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling