+532.2%
BE vs CDW
-4.0%
+536.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.3% | -4.6% |
| 7D | +10.8% | +9.3% | +1.5% | +6.3% |
| 30D | -19.8% | +14.4% | -34.1% | -25.2% |
| 3M | -18.7% | +21.4% | -40.1% | -27.1% |
| 6M | -33.7% | +72.8% | -106.5% | -54.5% |
| YTD | +121.0% | +28.0% | +92.9% | +75.9% |
| 1Y | +85.4% | +19.3% | +66.1% | +57.1% |
| 3Y | +1,709.5% | -15.3% | +1,724.8% | +1,823.1% |
| All | +532.2% | -4.0% | +536.2% | +450.8% |
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