+176.4%
CNC vs DOC
+21.2%
+155.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +2.2% | -0.9% | +3.1% | +2.4% |
| 30D | +1.6% | +7.7% | -6.2% | -0.7% |
| 3M | +7.9% | -2.0% | +9.9% | +8.5% |
| 6M | +21.2% | +5.9% | +15.3% | +18.9% |
| YTD | +73.2% | +31.8% | +41.4% | +57.8% |
| 1Y | +97.5% | +22.5% | +74.9% | +84.1% |
| 3Y | -1.2% | +54.7% | -55.9% | -17.1% |
| 5Y | -6.1% | -21.3% | +15.3% | -1.4% |
| All | +176.4% | +21.2% | +155.2% | +159.4% |
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