+91.0%
DOCN vs XME
-2.0%
+93.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -2.8% |
| 7D | +19.1% | +0.3% | +18.8% | +18.8% |
| 30D | -21.0% | -6.1% | -14.9% | -16.0% |
| 3M | -34.7% | -18.6% | -16.1% | -23.0% |
| 6M | -45.8% | -23.9% | -21.9% | -34.8% |
| YTD | +79.4% | -9.3% | +88.7% | +90.0% |
| 1Y | +91.0% | +1.8% | +89.3% | +97.1% |
| All | +91.0% | -2.0% | +93.0% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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