+43.5%
CVX vs CDW
-13.5%
+57.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.0% |
| 7D | +1.0% | -4.2% | +5.2% | +1.3% |
| 30D | +10.7% | +4.9% | +5.8% | +10.1% |
| 3M | +15.5% | +7.3% | +8.2% | +14.6% |
| 6M | +14.9% | +19.2% | -4.3% | +13.1% |
| YTD | +44.2% | +6.2% | +38.0% | +43.2% |
| 1Y | +43.5% | -14.0% | +57.5% | +46.1% |
| All | +43.5% | -13.5% | +57.0% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling