+60.1%
DOCN vs CPAY
+59.0%
+1.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.4% |
| 7D | +1.1% | +2.1% | -0.9% | -0.5% |
| 30D | -9.6% | +5.5% | -15.2% | -13.6% |
| 3M | -37.7% | +16.6% | -54.3% | -45.9% |
| 6M | +115.2% | +26.7% | +88.5% | +71.8% |
| YTD | +133.7% | +38.4% | +95.4% | +69.5% |
| 1Y | +250.2% | +30.1% | +220.0% | +165.8% |
| 3Y | +320.3% | +52.6% | +267.7% | +164.1% |
| All | +60.1% | +59.0% | +1.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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