+183.7%
CAH vs CDW
-29.2%
+213.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.2% | +2.5% | -2.4% |
| 7D | +0.5% | -3.9% | +4.3% | +0.7% |
| 30D | +1.7% | +6.9% | -5.2% | +1.3% |
| 3M | +17.9% | +7.7% | +10.2% | +17.1% |
| 6M | +10.9% | +18.3% | -7.4% | +9.1% |
| YTD | +17.9% | +7.8% | +10.1% | +16.9% |
| 1Y | +61.7% | -12.2% | +73.9% | +63.6% |
| 3Y | +183.7% | -28.9% | +212.7% | +190.2% |
| All | +183.7% | -29.2% | +213.0% | +190.2% |
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