-2.1%
BBY vs CDW
-2.2%
+0.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.1% |
| 7D | +3.7% | +2.6% | +1.2% | +2.5% |
| 30D | +20.9% | +20.4% | +0.5% | +11.6% |
| 3M | +27.6% | +28.5% | -0.9% | +13.2% |
| 6M | +86.9% | +70.6% | +16.3% | +40.9% |
| YTD | +63.3% | +29.1% | +34.2% | +37.6% |
| 1Y | +42.6% | +23.8% | +18.8% | +23.1% |
| 3Y | +89.8% | -14.5% | +104.3% | +93.7% |
| All | -2.1% | -2.2% | +0.2% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling