+52.9%
CDE vs DOC
+20.3%
+32.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.0% | -6.0% | -6.5% |
| 7D | +14.0% | +4.3% | +9.7% | +11.5% |
| 30D | -10.7% | +9.2% | -19.9% | -15.3% |
| 3M | -15.8% | -0.8% | -14.9% | -15.5% |
| 6M | -17.5% | +7.1% | -24.6% | -21.2% |
| YTD | -14.1% | +34.0% | -48.1% | -28.4% |
| 1Y | +2.9% | +23.2% | -20.3% | -10.0% |
| 3Y | +625.5% | +53.6% | +571.9% | +466.0% |
| 5Y | +117.1% | -20.4% | +137.6% | +136.2% |
| 10Y | +52.9% | +23.4% | +29.5% | +46.3% |
| All | +52.9% | +20.3% | +32.6% | +46.3% |
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