+94.1%
CNC vs DOCS
-37.2%
+131.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -5.3% | +0.1% | -5.3% | -5.3% |
| 30D | +2.0% | +8.7% | -6.6% | +1.2% |
| 3M | +4.8% | +32.9% | -28.1% | +1.8% |
| 6M | +18.5% | +25.5% | -7.0% | +15.9% |
| YTD | +70.8% | -25.0% | +95.8% | +94.1% |
| 1Y | +94.1% | -34.9% | +129.0% | +127.4% |
| All | +94.1% | -37.2% | +131.4% | +127.4% |
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