+331.5%
CDW vs COO
+38.3%
+293.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.1% |
| 7D | +13.1% | +4.5% | +8.6% | +11.2% |
| 30D | +19.1% | +16.9% | +2.2% | +11.7% |
| 3M | +24.7% | -16.7% | +41.4% | +33.9% |
| 6M | +63.4% | +5.9% | +57.4% | +55.7% |
| YTD | +26.3% | -22.4% | +48.8% | +38.9% |
| 1Y | +20.6% | -10.1% | +30.7% | +23.5% |
| 3Y | -16.3% | -22.8% | +6.5% | -12.6% |
| 5Y | -3.9% | -41.4% | +37.5% | +13.6% |
| 10Y | +331.5% | +41.3% | +290.3% | +283.9% |
| All | +331.5% | +38.3% | +293.2% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling