-12.2%
CDW vs CG
-26.2%
+14.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.2% | -3.0% | -4.6% |
| 7D | -3.9% | -1.3% | -2.6% | -3.5% |
| 30D | +6.9% | -3.2% | +10.1% | +7.9% |
| 3M | +7.7% | +6.2% | +1.5% | +6.2% |
| 6M | +18.3% | -4.7% | +23.0% | +19.9% |
| YTD | +7.8% | -20.6% | +28.4% | +16.1% |
| 1Y | -12.2% | -26.4% | +14.2% | -6.1% |
| All | -12.2% | -26.2% | +14.0% | -6.1% |
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