+34.0%
CDE vs DKS
-38.6%
+72.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.7% |
| 7D | -3.1% | -2.0% | -1.1% | -2.7% |
| 30D | +9.5% | -32.7% | +42.2% | +19.8% |
| 3M | +25.5% | -38.8% | +64.3% | +42.6% |
| 6M | -7.9% | -29.4% | +21.5% | -1.6% |
| YTD | +15.6% | -30.3% | +45.9% | +23.6% |
| 1Y | +34.0% | -39.6% | +73.6% | +49.7% |
| All | +34.0% | -38.6% | +72.7% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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