+110.5%
CNC vs DOCS
-47.4%
+157.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +6.3% | +6.3% | +11.9% |
| 7D | +13.4% | +1.2% | +12.1% | +13.2% |
| 30D | +18.2% | +21.3% | -3.1% | +16.0% |
| 3M | +18.6% | +58.4% | -39.7% | +12.8% |
| 6M | +41.9% | +39.3% | +2.6% | +36.7% |
| YTD | +84.7% | -21.7% | +106.4% | +102.0% |
| 1Y | +110.5% | -47.3% | +157.8% | +144.5% |
| All | +110.5% | -47.4% | +157.9% | +144.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling