+50.8%
CDE vs DOCN
+254.3%
-203.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.3% |
| 7D | +0.5% | +1.1% | -0.6% | +0.3% |
| 30D | +21.9% | -9.6% | +31.5% | +23.3% |
| 3M | +14.9% | -37.7% | +52.6% | +21.1% |
| 6M | -10.5% | +115.2% | -125.7% | -26.2% |
| YTD | +19.3% | +133.7% | -114.5% | -5.0% |
| 1Y | +50.8% | +250.2% | -199.3% | +12.2% |
| All | +50.8% | +254.3% | -203.5% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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