+319.5%
CDW vs COO
+40.7%
+278.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.5% | +2.3% | +3.8% |
| 7D | +9.3% | +4.3% | +5.0% | +7.6% |
| 30D | +15.8% | +17.6% | -1.8% | +8.3% |
| 3M | +21.8% | -13.9% | +35.7% | +28.8% |
| 6M | +58.8% | +6.6% | +52.2% | +51.0% |
| YTD | +22.8% | -22.0% | +44.8% | +34.7% |
| 1Y | +17.9% | -8.8% | +26.7% | +20.0% |
| 3Y | -17.4% | -21.5% | +4.1% | -14.5% |
| 5Y | -5.7% | -41.0% | +35.3% | +11.2% |
| 10Y | +319.5% | +40.9% | +278.6% | +274.9% |
| All | +319.5% | +40.7% | +278.8% | +274.9% |
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