-4.2%
CNC vs DOCS
-21.0%
+16.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.0% | -4.0% | -5.9% |
| 7D | +1.9% | -0.8% | +2.6% | +1.9% |
| 30D | +7.3% | +17.4% | -10.1% | +6.8% |
| 3M | +8.6% | +57.4% | -48.7% | +6.9% |
| 6M | +26.0% | +26.5% | -0.5% | +24.7% |
| YTD | +69.5% | -26.6% | +96.1% | +69.9% |
| 1Y | +88.0% | -48.1% | +136.0% | +89.7% |
| 3Y | -2.9% | +52.6% | -55.6% | -4.9% |
| 5Y | -6.0% | -52.1% | +46.1% | -8.1% |
| All | -4.2% | -21.0% | +16.8% | -6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling