+292.8%
CG vs DOC
+14.9%
+277.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | -1.5% | +6.2% | -7.7% | -4.4% |
| 30D | +2.8% | +6.5% | -3.7% | -0.3% |
| 3M | -19.2% | -6.2% | -13.0% | -16.8% |
| 6M | -21.0% | +25.6% | -46.5% | -30.8% |
| YTD | -31.0% | +32.1% | -63.0% | -41.5% |
| 1Y | -21.1% | +20.3% | -41.4% | -29.9% |
| 3Y | +48.8% | +42.7% | +6.0% | +18.9% |
| 5Y | -21.5% | -22.2% | +0.6% | -14.7% |
| All | +292.8% | +14.9% | +277.9% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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