+629.7%
AMZN vs CDW
+329.6%
+300.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.4% |
| 7D | +8.0% | +13.1% | -5.0% | +3.1% |
| 30D | +3.2% | +19.1% | -15.9% | -3.9% |
| 3M | -2.6% | +24.7% | -27.3% | -11.7% |
| 6M | -0.7% | +63.4% | -64.0% | -20.7% |
| YTD | +17.4% | +26.3% | -9.0% | +1.6% |
| 1Y | +9.0% | +20.6% | -11.5% | -3.7% |
| 3Y | +88.7% | -16.3% | +105.0% | +90.2% |
| 5Y | +55.6% | -3.9% | +59.5% | +45.5% |
| 10Y | +629.7% | +331.5% | +298.2% | +335.3% |
| All | +629.7% | +329.6% | +300.2% | +335.3% |
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