+116.4%
DOCN vs COPX
+31.7%
+84.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.0% | -11.1% | -9.3% |
| 7D | -20.0% | -3.0% | -17.1% | -18.7% |
| 30D | -38.8% | -13.6% | -25.1% | -33.5% |
| 3M | -34.8% | -11.2% | -23.6% | -29.9% |
| 6M | -22.8% | -2.4% | -20.4% | -19.4% |
| YTD | +74.6% | +4.2% | +70.4% | +55.1% |
| 1Y | +116.4% | +32.2% | +84.3% | +50.0% |
| All | +116.4% | +31.7% | +84.7% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling