-7.4%
CDE vs DOCS
-33.3%
+25.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.7% | -2.3% |
| 7D | -9.6% | +2.6% | -12.2% | -9.9% |
| 30D | -6.7% | +11.4% | -18.1% | -7.7% |
| 3M | -24.2% | +25.4% | -49.6% | -26.1% |
| 6M | -29.1% | +42.5% | -71.6% | -32.6% |
| YTD | -21.5% | -24.7% | +3.2% | -17.2% |
| 1Y | -7.4% | -32.9% | +25.6% | -0.4% |
| All | -7.4% | -33.3% | +25.9% | -0.4% |
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