+54.0%
DOCN vs XEL
+1.4%
+52.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.0% |
| 7D | -19.2% | -0.2% | -19.0% | -19.1% |
| 30D | -43.1% | +10.0% | -53.1% | -40.3% |
| 3M | -40.7% | +4.3% | -45.0% | -39.1% |
| 6M | -55.0% | +0.5% | -55.4% | -54.2% |
| YTD | +50.6% | +10.4% | +40.3% | +54.9% |
| 1Y | +54.0% | +2.0% | +52.0% | +55.8% |
| All | +54.0% | +1.4% | +52.6% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling