+562.3%
CEG vs DOCS
-24.3%
+586.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.9% |
| 7D | +1.7% | -0.6% | +2.2% | +1.7% |
| 30D | -10.2% | +6.3% | -16.5% | -10.7% |
| 3M | -0.8% | +26.5% | -27.3% | -2.9% |
| 6M | -11.5% | +24.8% | -36.3% | -13.9% |
| YTD | -23.9% | -26.8% | +2.9% | -22.7% |
| 1Y | -25.4% | -38.3% | +12.9% | -23.1% |
| 3Y | +124.2% | +36.0% | +88.1% | +119.5% |
| All | +562.3% | -24.3% | +586.6% | +550.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling