+136.6%
TECK vs DOC
-22.1%
+158.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -6.8% | -7.0% |
| 7D | -6.0% | +6.2% | -12.2% | -8.3% |
| 30D | -10.7% | +6.5% | -17.2% | -13.1% |
| 3M | -9.2% | -6.2% | -2.9% | -6.9% |
| 6M | +3.9% | +25.6% | -21.7% | -7.3% |
| YTD | +25.7% | +32.1% | -6.4% | +8.8% |
| 1Y | +44.3% | +20.3% | +24.0% | +30.4% |
| 3Y | +65.7% | +42.7% | +23.0% | +35.6% |
| 5Y | +136.6% | -22.2% | +158.8% | +154.7% |
| All | +136.6% | -22.1% | +158.7% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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