+27.1%
BABA vs CDW
-25.3%
+52.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.4% |
| 7D | -4.8% | +3.2% | -7.9% | -5.0% |
| 30D | -11.9% | +9.3% | -21.2% | -12.6% |
| 3M | -9.3% | +9.8% | -19.1% | -10.2% |
| 6M | -14.2% | +23.3% | -37.6% | -17.4% |
| YTD | -22.0% | +13.7% | -35.7% | -23.7% |
| 1Y | -12.7% | -6.5% | -6.2% | -11.2% |
| All | +27.1% | -25.3% | +52.5% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling