+286.6%
DOCN vs XEL
+9.9%
+276.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.3% |
| 7D | +26.5% | +0.9% | +25.6% | +26.9% |
| 30D | +2.3% | -0.9% | +3.2% | +1.8% |
| 3M | -21.2% | -1.4% | -19.8% | -21.7% |
| 6M | +130.6% | -5.8% | +136.4% | +125.0% |
| YTD | +175.7% | +4.7% | +171.0% | +180.5% |
| 1Y | +286.6% | +9.1% | +277.5% | +302.3% |
| All | +286.6% | +9.9% | +276.7% | +302.3% |
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