+32.4%
CB vs DOCS
-49.5%
+81.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.7% |
| 7D | +2.6% | -1.3% | +3.9% | +2.6% |
| 30D | +11.2% | +19.4% | -8.2% | +11.3% |
| 3M | +5.7% | +53.4% | -47.7% | +6.2% |
| 6M | +15.9% | +28.8% | -12.8% | +16.2% |
| YTD | +20.2% | -25.1% | +45.2% | +19.4% |
| 1Y | +32.4% | -48.1% | +80.5% | +29.5% |
| All | +32.4% | -49.5% | +81.9% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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