+2.9%
CDE vs DOCS
-40.0%
+42.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.4% | -5.7% | -6.9% |
| 7D | +14.0% | -0.6% | +14.6% | +14.1% |
| 30D | -10.7% | +6.3% | -17.0% | -11.3% |
| 3M | -15.8% | +26.5% | -42.2% | -17.9% |
| 6M | -17.5% | +24.8% | -42.3% | -21.5% |
| YTD | -14.1% | -26.8% | +12.6% | -9.1% |
| 1Y | +2.9% | -38.3% | +41.2% | +13.3% |
| All | +2.9% | -40.0% | +42.9% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling