+17.2%
CDW vs CG
-18.0%
+35.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.6% | -1.7% | +2.5% |
| 7D | +9.3% | +3.0% | +6.3% | +8.3% |
| 30D | +15.8% | +10.1% | +5.7% | +12.4% |
| 3M | +21.8% | -10.8% | +32.6% | +25.5% |
| 6M | +58.8% | -15.2% | +74.0% | +66.9% |
| YTD | +22.8% | -26.9% | +49.7% | +36.6% |
| All | +17.2% | -18.0% | +35.2% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling