+164.6%
DOCN vs XEL
+37.6%
+127.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.8% |
| 7D | +1.1% | -1.0% | +2.1% | +1.2% |
| 30D | -9.6% | -1.9% | -7.7% | -9.6% |
| 3M | -37.7% | -1.9% | -35.8% | -37.8% |
| 6M | +115.2% | -7.4% | +122.7% | +115.6% |
| YTD | +133.7% | +4.1% | +129.7% | +131.5% |
| 1Y | +250.2% | +8.0% | +242.1% | +244.4% |
| 3Y | +320.3% | +48.4% | +271.9% | +292.0% |
| 5Y | +53.1% | +27.2% | +25.9% | +51.7% |
| All | +164.6% | +37.6% | +127.0% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling