+625.5%
CDE vs DOCS
+32.7%
+592.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.4% | -5.7% | -6.8% |
| 7D | +14.0% | -0.6% | +14.6% | +14.2% |
| 30D | -10.7% | +6.3% | -17.0% | -11.8% |
| 3M | -15.8% | +26.5% | -42.2% | -19.9% |
| 6M | -17.5% | +24.8% | -42.3% | -22.7% |
| YTD | -14.1% | -26.8% | +12.6% | -10.1% |
| 1Y | +2.9% | -38.3% | +41.2% | +11.9% |
| 3Y | +625.5% | +36.0% | +589.4% | +457.4% |
| All | +625.5% | +32.7% | +592.8% | +457.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling