+842.6%
ASX vs CDW
+325.6%
+517.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.8% | +3.8% | +6.6% |
| 7D | -12.3% | +9.3% | -21.6% | -15.3% |
| 30D | -26.0% | +15.8% | -41.8% | -30.3% |
| 3M | -8.1% | +21.8% | -29.9% | -16.3% |
| 6M | +1.4% | +58.8% | -57.4% | -20.1% |
| YTD | +115.6% | +22.8% | +92.8% | +85.8% |
| 1Y | +128.0% | +17.9% | +110.1% | +100.5% |
| 3Y | +371.4% | -17.4% | +388.8% | +387.3% |
| 5Y | +469.4% | -5.7% | +475.1% | +447.8% |
| 10Y | +842.6% | +319.5% | +523.1% | +734.6% |
| All | +842.6% | +325.6% | +517.0% | +734.6% |
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 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