+322.0%
CDW vs CPB
-40.1%
+362.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.4% |
| 7D | +2.6% | -4.1% | +6.7% | +3.1% |
| 30D | +20.4% | +16.9% | +3.5% | +17.8% |
| 3M | +28.5% | -0.6% | +29.0% | +28.2% |
| 6M | +70.6% | +11.4% | +59.2% | +67.4% |
| YTD | +29.1% | -14.8% | +43.9% | +31.0% |
| 1Y | +23.8% | -24.8% | +48.6% | +27.4% |
| 3Y | -14.5% | -36.6% | +22.1% | -10.9% |
| 5Y | -1.6% | -33.3% | +31.8% | +1.6% |
| 10Y | +322.0% | -40.4% | +362.4% | +350.8% |
| All | +322.0% | -40.1% | +362.2% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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