-4.1%
CNC vs DOCS
+55.4%
-59.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.8% |
| 7D | +3.0% | 0.0% | +3.0% | +3.1% |
| 30D | +4.9% | +7.8% | -2.9% | +4.5% |
| 3M | +4.2% | +20.0% | -15.8% | +3.3% |
| 6M | +22.5% | +26.5% | -4.0% | +20.6% |
| YTD | +66.6% | -25.8% | +92.3% | +67.0% |
| 1Y | +82.5% | -39.5% | +121.9% | +83.7% |
| 3Y | -4.1% | +60.3% | -64.4% | -5.7% |
| All | -4.1% | +55.4% | -59.5% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling