+810.1%
CDE vs CDW
-30.2%
+840.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.9% |
| 7D | -2.0% | -4.2% | +2.3% | -1.2% |
| 30D | +15.7% | +4.9% | +10.9% | +14.6% |
| 3M | +30.5% | +7.3% | +23.2% | +27.1% |
| 6M | -7.4% | +19.2% | -26.6% | -15.0% |
| YTD | +17.9% | +6.2% | +11.7% | +13.5% |
| 1Y | +46.7% | -14.0% | +60.7% | +54.9% |
| All | +810.1% | -30.2% | +840.4% | +920.8% |
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 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