+22.5%
CCI vs CDW
+262.5%
-240.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.7% |
| 7D | -0.3% | -4.2% | +4.0% | +0.7% |
| 30D | +2.1% | +4.9% | -2.7% | +0.8% |
| 3M | -17.8% | +7.3% | -25.1% | -19.6% |
| 6M | -14.2% | +19.2% | -33.4% | -19.4% |
| YTD | -13.3% | +6.2% | -19.5% | -16.5% |
| 1Y | -16.6% | -14.0% | -2.6% | -15.3% |
| 3Y | -10.8% | -30.0% | +19.2% | -6.6% |
| 5Y | -50.3% | -23.6% | -26.7% | -50.4% |
| 10Y | +22.5% | +269.4% | -246.9% | -12.0% |
| All | +22.5% | +262.5% | -240.0% | -12.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling