+1,762.8%
AMZN vs CDW
+903.1%
+859.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -3.0% | +3.2% | -6.1% | -4.2% |
| 30D | -5.2% | +9.3% | -14.5% | -8.8% |
| 3M | +1.9% | +9.8% | -7.9% | -3.0% |
| 6M | +19.2% | +23.3% | -4.1% | +5.6% |
| YTD | +12.0% | +13.7% | -1.7% | +1.9% |
| 1Y | +9.7% | -6.5% | +16.2% | +8.0% |
| 3Y | +87.2% | -25.2% | +112.4% | +98.1% |
| 5Y | +48.7% | -19.5% | +68.1% | +50.2% |
| 10Y | +569.3% | +285.8% | +283.5% | +260.0% |
| All | +1,762.8% | +903.1% | +859.7% | +732.2% |
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