+137.6%
CDE vs DOCN
+171.0%
-33.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.5% |
| 7D | +0.5% | +1.1% | -0.6% | +0.2% |
| 30D | +21.9% | -9.6% | +31.5% | +23.8% |
| 3M | +14.9% | -37.7% | +52.6% | +24.7% |
| 6M | -10.5% | +115.2% | -125.7% | -27.8% |
| YTD | +19.3% | +133.7% | -114.5% | -6.0% |
| 1Y | +50.8% | +250.2% | -199.3% | +8.0% |
| 3Y | +782.3% | +320.3% | +462.0% | +482.9% |
| 5Y | +191.7% | +53.1% | +138.6% | +111.3% |
| All | +137.6% | +171.0% | -33.4% | +60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling