+77.1%
CDE vs DOCS
-20.2%
+97.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.2% | +6.2% |
| 7D | +23.5% | 0.0% | +23.5% | +23.5% |
| 30D | -4.0% | +7.8% | -11.7% | -5.1% |
| 3M | -5.4% | +20.0% | -25.4% | -8.5% |
| 6M | -11.3% | +26.5% | -37.8% | -16.0% |
| YTD | -7.6% | -25.8% | +18.1% | -5.3% |
| 1Y | +12.1% | -39.5% | +51.6% | +18.7% |
| 3Y | +652.0% | +60.3% | +591.6% | +559.3% |
| 5Y | +137.3% | -57.0% | +194.3% | +129.4% |
| All | +77.1% | -20.2% | +97.2% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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