+127.4%
ADBE vs CDW
+329.6%
-202.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -1.7% |
| 7D | -3.8% | +13.1% | -16.9% | -10.1% |
| 30D | -2.3% | +19.1% | -21.4% | -11.2% |
| 3M | -13.3% | +24.7% | -38.0% | -23.5% |
| 6M | -6.5% | +63.4% | -69.8% | -29.0% |
| YTD | -32.4% | +26.3% | -58.7% | -42.9% |
| 1Y | -28.0% | +20.6% | -48.6% | -37.8% |
| 3Y | -60.4% | -16.3% | -44.0% | -60.2% |
| 5Y | -63.4% | -3.9% | -59.5% | -66.5% |
| 10Y | +127.4% | +331.5% | -204.1% | +18.7% |
| All | +127.4% | +329.6% | -202.2% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling