+79.9%
AAPL vs CDW
-29.2%
+109.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | -0.1% |
| 7D | -2.7% | -3.9% | +1.1% | -2.0% |
| 30D | +1.0% | +6.9% | -5.9% | -0.5% |
| 3M | +5.0% | +7.7% | -2.7% | +2.5% |
| 6M | +23.0% | +18.3% | +4.7% | +14.8% |
| YTD | +16.6% | +7.8% | +8.9% | +12.1% |
| 1Y | +33.4% | -12.2% | +45.6% | +37.6% |
| 3Y | +79.9% | -28.9% | +108.8% | +84.6% |
| All | +79.9% | -29.2% | +109.1% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CDW 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling