+73.0%
CDE vs DOCN
+74.7%
-1.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.2% | +5.2% |
| 7D | +18.1% | -19.2% | +37.2% | +22.6% |
| 30D | -6.2% | -43.1% | +36.8% | +4.1% |
| 3M | -1.2% | -40.7% | +39.6% | +7.8% |
| 6M | -17.4% | -55.0% | +37.6% | -5.7% |
| YTD | -13.1% | +50.6% | -63.8% | -26.2% |
| 1Y | +7.3% | +54.0% | -46.7% | -9.5% |
| 3Y | +522.0% | +203.9% | +318.1% | +335.2% |
| 5Y | +123.2% | -29.4% | +152.5% | +82.4% |
| All | +73.0% | +74.7% | -1.6% | +25.7% |
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