+118.4%
CDE vs DOCS
-51.8%
+170.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.0% | +7.8% | +6.1% |
| 7D | +18.1% | -0.8% | +18.9% | +18.3% |
| 30D | -6.2% | +17.4% | -23.6% | -8.8% |
| 3M | -1.2% | +57.4% | -58.5% | -9.5% |
| 6M | -17.4% | +26.5% | -43.9% | -22.2% |
| YTD | -13.1% | -26.6% | +13.4% | -10.4% |
| 1Y | +7.3% | -48.1% | +55.3% | +17.5% |
| 3Y | +522.0% | +52.6% | +469.4% | +437.7% |
| All | +118.4% | -51.8% | +170.3% | +104.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling