+324.3%
DOCN vs XEL
+48.4%
+275.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.7% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | -9.6% | -1.9% | -7.7% | -9.8% |
| 3M | -37.7% | -1.9% | -35.8% | -37.8% |
| 6M | +115.2% | -7.4% | +122.7% | +114.5% |
| YTD | +133.7% | +4.1% | +129.7% | +132.0% |
| 1Y | +250.2% | +8.0% | +242.1% | +245.0% |
| All | +324.3% | +48.4% | +275.8% | +285.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling