-59.7%
ADBE vs CDW
-19.1%
-40.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.3% |
| 7D | -8.6% | +3.2% | -11.8% | -9.8% |
| 30D | +2.8% | +9.3% | -6.5% | -1.5% |
| 3M | +3.1% | +9.8% | -6.7% | -2.1% |
| 6M | -2.4% | +23.3% | -25.8% | -14.0% |
| YTD | -23.9% | +13.7% | -37.5% | -30.5% |
| 1Y | -22.6% | -6.5% | -16.1% | -22.4% |
| 3Y | -52.7% | -25.2% | -27.4% | -49.4% |
| All | -59.7% | -19.1% | -40.6% | -60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling