+2,796.8%
AAPL vs CDW
+1,014.9%
+1,781.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.8% |
| 7D | +5.0% | +13.1% | -8.1% | -0.3% |
| 30D | +3.5% | +19.1% | -15.6% | -4.1% |
| 3M | +13.1% | +24.7% | -11.7% | +1.8% |
| 6M | +19.0% | +63.4% | -44.3% | -6.9% |
| YTD | +28.5% | +26.3% | +2.2% | +9.9% |
| 1Y | +29.7% | +20.6% | +9.1% | +13.1% |
| 3Y | +89.2% | -16.3% | +105.6% | +89.5% |
| 5Y | +141.2% | -3.9% | +145.1% | +121.9% |
| 10Y | +1,306.6% | +331.5% | +975.1% | +613.2% |
| All | +2,796.8% | +1,014.9% | +1,781.9% | +1,175.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling