+443.6%
STX vs DOCN
-32.3%
+475.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.8% |
| 7D | -28.5% | -19.2% | -9.3% | -24.1% |
| 30D | -42.9% | -43.1% | +0.1% | -34.1% |
| 3M | -45.9% | -40.7% | -5.2% | -38.4% |
| 6M | -41.3% | -55.0% | +13.7% | -29.0% |
| YTD | +67.9% | +50.6% | +17.3% | +51.4% |
| 1Y | +66.5% | +54.0% | +12.6% | +49.5% |
| 3Y | +588.0% | +203.9% | +384.1% | +411.9% |
| All | +443.6% | -32.3% | +475.9% | +373.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling