-2.7%
CEG vs DOCS
-60.9%
+58.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.6% | +4.9% |
| 7D | +8.0% | -1.4% | +9.4% | +8.0% |
| 30D | +12.9% | +21.8% | -8.9% | +11.9% |
| 3M | +13.2% | +27.3% | -14.1% | +12.2% |
| 6M | -7.0% | -0.3% | -6.6% | -7.5% |
| YTD | -15.0% | -40.5% | +25.5% | -14.3% |
| 1Y | -2.7% | -61.5% | +58.8% | +11.0% |
| All | -2.7% | -60.9% | +58.2% | +11.0% |
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