+1,292.5%
STX vs DOCN
+171.0%
+1,121.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +5.7% |
| 7D | +2.4% | +1.1% | +1.2% | +2.1% |
| 30D | +1.4% | -9.6% | +11.0% | +3.6% |
| 3M | -8.2% | -37.7% | +29.5% | +1.4% |
| 6M | +127.0% | +115.2% | +11.8% | +90.9% |
| YTD | +209.1% | +133.7% | +75.4% | +154.4% |
| 1Y | +365.4% | +250.2% | +115.3% | +254.0% |
| 3Y | +1,135.4% | +320.3% | +815.1% | +770.5% |
| 5Y | +991.5% | +53.1% | +938.4% | +729.5% |
| All | +1,292.5% | +171.0% | +1,121.4% | +957.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling