+1,184.4%
STX vs DOCN
+324.7%
+859.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +5.6% |
| 7D | +2.4% | +1.1% | +1.2% | +2.0% |
| 30D | +1.4% | -9.6% | +11.0% | +4.0% |
| 3M | -8.2% | -37.7% | +29.5% | +2.8% |
| 6M | +127.0% | +115.2% | +11.8% | +85.8% |
| YTD | +209.1% | +133.7% | +75.4% | +146.4% |
| 1Y | +365.4% | +250.2% | +115.3% | +240.4% |
| All | +1,184.4% | +324.7% | +859.6% | +807.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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