+97.5%
CNC vs DOCS
-33.3%
+130.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +2.2% | +2.6% | -0.4% | +1.9% |
| 30D | +1.6% | +11.4% | -9.8% | +0.5% |
| 3M | +7.9% | +25.4% | -17.5% | +5.5% |
| 6M | +21.2% | +42.5% | -21.4% | +16.0% |
| YTD | +73.2% | -24.7% | +97.9% | +96.8% |
| 1Y | +97.5% | -32.9% | +130.4% | +129.8% |
| All | +97.5% | -33.3% | +130.8% | +129.8% |
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