+93.3%
EOG vs DOCS
-54.0%
+147.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | -1.3% |
| 7D | -10.7% | -1.3% | -9.3% | -10.7% |
| 30D | +1.1% | +19.4% | -18.3% | +0.4% |
| 3M | +8.7% | +53.4% | -44.7% | +6.6% |
| 6M | +4.4% | +28.8% | -24.4% | +2.9% |
| YTD | +42.4% | -25.1% | +67.4% | +43.8% |
| 1Y | +42.1% | -48.1% | +90.3% | +46.3% |
| 3Y | +25.8% | +51.4% | -25.6% | +22.4% |
| 5Y | +93.3% | -51.1% | +144.4% | +90.4% |
| All | +93.3% | -54.0% | +147.3% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling