+59.0%
DOCN vs XEL
+2.3%
+56.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.5% |
| 7D | -12.1% | +1.7% | -13.9% | -11.2% |
| 30D | -41.0% | +8.6% | -49.6% | -38.4% |
| 3M | -38.7% | +5.1% | -43.8% | -36.9% |
| 6M | -51.5% | +2.5% | -54.0% | -50.4% |
| YTD | +65.3% | +11.0% | +54.3% | +69.4% |
| All | +59.0% | +2.3% | +56.8% | +58.9% |
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