+51.6%
CDE vs DOC
+21.2%
+30.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -9.6% | -0.9% | -8.8% | -9.1% |
| 30D | -6.7% | +7.7% | -14.4% | -10.8% |
| 3M | -24.2% | -2.0% | -22.2% | -23.4% |
| 6M | -29.1% | +5.9% | -35.0% | -31.8% |
| YTD | -21.5% | +31.8% | -53.3% | -33.9% |
| 1Y | -7.4% | +22.5% | -29.9% | -18.8% |
| 3Y | +596.3% | +54.7% | +541.6% | +441.1% |
| 5Y | +95.7% | -21.3% | +117.1% | +114.6% |
| All | +51.6% | +21.2% | +30.4% | +50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling