-20.2%
DOCN vs EXPD
+63.6%
-83.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.2% | -3.9% | -4.6% |
| 7D | -20.0% | +0.3% | -20.3% | -20.2% |
| 30D | -38.8% | +1.8% | -40.6% | -39.6% |
| 3M | -34.8% | +8.9% | -43.7% | -39.1% |
| 6M | -22.8% | +42.2% | -65.0% | -41.6% |
| YTD | +74.6% | +33.4% | +41.3% | +34.0% |
| 1Y | +116.4% | +47.2% | +69.3% | +53.0% |
| 3Y | +239.3% | +81.3% | +158.1% | +91.0% |
| 5Y | -20.2% | +60.2% | -80.4% | -55.6% |
| All | -20.2% | +63.6% | -83.8% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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