+1,334.5%
ASX vs CDW
+942.7%
+391.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.1% | -14.6% | -18.4% |
| 7D | -33.3% | -4.1% | -29.2% | -32.1% |
| 30D | -36.5% | +16.7% | -53.2% | -40.2% |
| 3M | -19.2% | +13.6% | -32.8% | -24.0% |
| 6M | -10.2% | +17.0% | -27.3% | -19.6% |
| YTD | +86.5% | +18.1% | +68.3% | +64.7% |
| 1Y | +89.6% | +10.5% | +79.2% | +72.7% |
| 3Y | +298.6% | -20.9% | +319.5% | +317.0% |
| 5Y | +414.3% | -9.3% | +423.6% | +404.6% |
| 10Y | +711.1% | +310.6% | +400.5% | +422.2% |
| All | +1,334.5% | +942.7% | +391.8% | +780.0% |
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