+331.5%
CDW vs WCN
+300.6%
+30.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.6% |
| 7D | +13.1% | +2.6% | +10.5% | +11.6% |
| 30D | +19.1% | +25.3% | -6.2% | +4.5% |
| 3M | +24.7% | +15.2% | +9.5% | +14.6% |
| 6M | +63.4% | +26.4% | +36.9% | +41.7% |
| YTD | +26.3% | +9.9% | +16.4% | +18.5% |
| 1Y | +20.6% | +16.2% | +4.4% | +9.3% |
| 3Y | -16.3% | +49.4% | -65.7% | -37.7% |
| 5Y | -3.9% | +46.2% | -50.1% | -28.8% |
| 10Y | +331.5% | +305.7% | +25.8% | +129.7% |
| All | +331.5% | +300.6% | +30.9% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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