-4.1%
XLC vs DOCN
+77.9%
-82.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -1.0% |
| 7D | +3.1% | +27.4% | -24.3% | +2.9% |
| 30D | -4.2% | -29.7% | +25.5% | -4.1% |
| 3M | -2.1% | -32.5% | +30.3% | -2.0% |
| 6M | -6.6% | -42.2% | +35.5% | -6.1% |
| YTD | -7.8% | +87.2% | -95.0% | -11.7% |
| 1Y | -4.1% | +86.2% | -90.3% | -8.1% |
| All | -4.1% | +77.9% | -82.0% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling