+127.4%
CNC vs DOC
+14.9%
+112.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +8.1% | +6.2% | +1.9% | +6.1% |
| 30D | +14.8% | +6.5% | +8.3% | +12.6% |
| 3M | +10.7% | -6.2% | +17.0% | +13.0% |
| 6M | +40.0% | +25.6% | +14.4% | +29.8% |
| YTD | +80.2% | +32.1% | +48.2% | +63.9% |
| 1Y | +101.3% | +20.3% | +81.0% | +88.6% |
| 3Y | +7.0% | +42.7% | -35.7% | -7.9% |
| 5Y | 0.0% | -22.2% | +22.2% | +5.5% |
| All | +127.4% | +14.9% | +112.5% | +104.9% |
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