+940.6%
CDW vs WCC
+380.5%
+560.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.1% | -3.3% | +2.4% |
| 7D | +9.3% | -5.7% | +15.0% | +10.5% |
| 30D | +15.8% | -13.5% | +29.2% | +19.9% |
| 3M | +21.8% | -12.9% | +34.7% | +25.3% |
| 6M | +58.8% | -10.7% | +69.4% | +60.2% |
| YTD | +22.8% | +30.0% | -7.2% | +7.9% |
| 1Y | +17.9% | +24.7% | -6.8% | +4.9% |
| 3Y | -17.4% | +136.6% | -154.0% | -43.3% |
| 5Y | -5.7% | +143.9% | -149.6% | -39.1% |
| 10Y | +319.5% | +465.9% | -146.4% | +78.3% |
| All | +940.6% | +380.5% | +560.1% | +365.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling