+88.2%
APA vs CDW
+16.9%
+71.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.8% | -5.0% | -0.8% |
| 7D | -8.7% | +9.3% | -18.1% | -9.9% |
| 30D | -2.4% | +15.8% | -18.2% | -4.8% |
| 3M | +19.0% | +21.8% | -2.8% | +14.7% |
| 6M | +26.8% | +58.8% | -32.0% | +13.6% |
| YTD | +87.3% | +22.8% | +64.6% | +77.2% |
| All | +88.2% | +16.9% | +71.3% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling