+88.3%
CNC vs CDW
+270.8%
-182.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -4.9% | -4.2% | -0.6% | -3.6% |
| 30D | -3.8% | +4.9% | -8.6% | -5.5% |
| 3M | -3.2% | +7.3% | -10.5% | -6.7% |
| 6M | +47.9% | +19.2% | +28.7% | +34.8% |
| YTD | +55.7% | +6.2% | +49.5% | +46.8% |
| 1Y | +106.2% | -14.0% | +120.3% | +109.1% |
| 3Y | -2.1% | -30.0% | +27.9% | +3.7% |
| 5Y | +3.4% | -23.6% | +27.0% | +2.2% |
| All | +88.3% | +270.8% | -182.5% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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