+44.0%
CDE vs DKS
+6,026.4%
-5,982.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | -2.0% | -2.9% | +0.9% | -1.1% |
| 30D | +15.7% | -37.7% | +53.4% | +29.7% |
| 3M | +30.5% | -38.9% | +69.4% | +47.1% |
| 6M | -7.4% | -31.1% | +23.7% | +0.5% |
| YTD | +17.9% | -31.8% | +49.7% | +28.3% |
| 1Y | +46.7% | -38.0% | +84.8% | +63.7% |
| 3Y | +851.3% | +28.6% | +822.7% | +727.6% |
| 5Y | +202.9% | +12.5% | +190.4% | +158.4% |
| 10Y | +58.2% | +198.3% | -140.1% | -12.8% |
| All | +44.0% | +6,026.4% | -5,982.4% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling