+100.2%
CDE vs DOCN
-24.0%
+124.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.4% | -8.2% | -5.6% |
| 7D | -2.3% | +27.4% | -29.7% | -7.3% |
| 30D | -12.1% | -29.7% | +17.7% | -6.1% |
| 3M | -23.9% | -32.5% | +8.5% | -18.9% |
| 6M | -29.0% | -42.2% | +13.1% | -22.6% |
| YTD | -19.7% | +87.2% | -106.9% | -36.0% |
| 1Y | -8.4% | +86.2% | -94.6% | -27.1% |
| 3Y | +578.5% | +257.4% | +321.1% | +341.2% |
| 5Y | +100.2% | -27.4% | +127.6% | +62.6% |
| All | +100.2% | -24.0% | +124.2% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling