+266.1%
CDW vs BBWI
-56.0%
+322.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.1% | -4.6% |
| 7D | -3.9% | +1.6% | -5.4% | -4.1% |
| 30D | +6.9% | -6.2% | +13.1% | +7.8% |
| 3M | +7.7% | +4.3% | +3.3% | +6.0% |
| 6M | +18.3% | -7.2% | +25.5% | +17.8% |
| YTD | +7.8% | -3.0% | +10.8% | +5.9% |
| 1Y | -12.2% | -30.8% | +18.6% | -8.4% |
| 3Y | -28.9% | -43.4% | +14.5% | -25.4% |
| 5Y | -22.8% | -66.7% | +43.9% | -13.0% |
| 10Y | +266.1% | -55.7% | +321.7% | +233.6% |
| All | +266.1% | -56.0% | +322.0% | +233.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling