-12.2%
CDW vs WCC
+64.4%
-76.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.5% | -7.7% | -5.4% |
| 7D | -3.9% | +8.5% | -12.4% | -4.6% |
| 30D | +6.9% | -1.0% | +7.9% | +6.8% |
| 3M | +7.7% | +2.1% | +5.6% | +7.4% |
| 6M | +18.3% | +36.8% | -18.5% | +8.7% |
| YTD | +7.8% | +47.7% | -40.0% | -5.3% |
| 1Y | -12.2% | +66.5% | -78.7% | -25.4% |
| All | -12.2% | +64.4% | -76.6% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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