+94.1%
CNC vs DOC
+20.8%
+73.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | -5.3% | 0.0% | -5.3% | -5.3% |
| 30D | +2.0% | +6.6% | -4.5% | 0.0% |
| 3M | +4.8% | -1.1% | +5.9% | +5.0% |
| 6M | +18.5% | +4.8% | +13.7% | +17.3% |
| YTD | +70.8% | +32.1% | +38.7% | +52.9% |
| 1Y | +94.1% | +21.9% | +72.3% | +84.2% |
| All | +94.1% | +20.8% | +73.4% | +84.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling