+9,811.8%
AMD vs CDW
+942.7%
+8,869.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -6.1% | -11.1% | -13.6% |
| 7D | -28.6% | -4.1% | -24.5% | -26.6% |
| 30D | -37.7% | +16.7% | -54.5% | -43.3% |
| 3M | -16.1% | +13.6% | -29.7% | -23.7% |
| 6M | +13.8% | +17.0% | -3.2% | -5.6% |
| YTD | +88.8% | +18.1% | +70.7% | +50.9% |
| 1Y | +57.8% | +10.5% | +47.3% | +32.8% |
| 3Y | +260.3% | -20.9% | +281.2% | +283.4% |
| 5Y | +196.6% | -9.3% | +205.9% | +190.1% |
| 10Y | +6,064.6% | +310.6% | +5,754.1% | +2,123.6% |
| All | +9,811.8% | +942.7% | +8,869.1% | +2,498.6% |
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 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