+20.6%
CDW vs CG
-19.2%
+39.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.4% | +4.3% | +3.4% |
| 7D | +13.1% | +2.0% | +11.1% | +12.5% |
| 30D | +19.1% | +8.5% | +10.6% | +16.2% |
| 3M | +24.7% | -12.1% | +36.9% | +29.2% |
| 6M | +63.4% | -16.4% | +79.8% | +72.6% |
| YTD | +26.3% | -28.0% | +54.3% | +41.3% |
| 1Y | +20.6% | -18.9% | +39.5% | +26.9% |
| All | +20.6% | -19.2% | +39.7% | +26.9% |
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