+15.8%
BABA vs CDW
+325.6%
-309.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.8% | -8.6% | -5.0% |
| 7D | +3.8% | +9.3% | -5.5% | +1.0% |
| 30D | -5.4% | +15.8% | -21.2% | -9.7% |
| 3M | -17.9% | +21.8% | -39.7% | -23.4% |
| 6M | -24.1% | +58.8% | -82.8% | -35.6% |
| YTD | -27.4% | +22.8% | -50.2% | -34.6% |
| 1Y | -36.1% | +17.9% | -54.0% | -41.7% |
| 3Y | +35.4% | -17.4% | +52.8% | +35.8% |
| 5Y | -30.1% | -5.7% | -24.4% | -34.7% |
| 10Y | +15.8% | +319.5% | -303.7% | -27.9% |
| All | +15.8% | +325.6% | -309.8% | -27.9% |
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