+34.5%
BBY vs CDW
+13.2%
+21.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +12.7% | -4.7% | +5.7% |
| 7D | +4.5% | +3.7% | +0.8% | +3.6% |
| 30D | +16.0% | +26.0% | -10.0% | +12.4% |
| 3M | +18.6% | +10.1% | +8.5% | +16.8% |
| 6M | +80.1% | +26.1% | +54.0% | +70.5% |
| YTD | +57.4% | +25.9% | +31.6% | +49.7% |
| 1Y | +34.5% | +21.5% | +13.0% | +30.6% |
| All | +34.5% | +13.2% | +21.3% | +30.6% |
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 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