+91.0%
DOCN vs XEL
+4.2%
+86.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.1% |
| 7D | +19.1% | +2.4% | +16.7% | +20.6% |
| 30D | -21.0% | +8.3% | -29.3% | -17.3% |
| 3M | -34.7% | +4.2% | -38.9% | -33.1% |
| 6M | -45.8% | +3.7% | -49.5% | -44.0% |
| YTD | +79.4% | +13.1% | +66.3% | +87.9% |
| 1Y | +91.0% | +5.0% | +86.0% | +91.3% |
| All | +91.0% | +4.2% | +86.8% | +91.3% |
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