+164.6%
DOCN vs CPB
-47.0%
+211.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +2.1% |
| 7D | +1.1% | -8.6% | +9.7% | -0.5% |
| 30D | -9.6% | -7.2% | -2.4% | -10.7% |
| 3M | -37.7% | +0.9% | -38.6% | -37.4% |
| 6M | +115.2% | -11.8% | +127.0% | +112.2% |
| YTD | +133.7% | -19.4% | +153.1% | +128.3% |
| 1Y | +250.2% | -30.4% | +280.5% | +236.0% |
| 3Y | +320.3% | -40.2% | +360.4% | +296.1% |
| 5Y | +53.1% | -39.5% | +92.6% | +57.4% |
| All | +164.6% | -47.0% | +211.7% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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