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  • CWH vs SPY✓SelectedUSD · SPYCWH vs SPY performance historyLatest closeAs of+3.57%09/04
Stock and ETF performance explorer

CWH vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-59.8%
SPY return
+20.8%
Excess return
-80.6%
Maximum drawdown
-67.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D+3.6%-0.4%+4.0%+4.4%
7D+6.6%+0.1%+6.5%+6.2%
30D+7.2%+0.1%+7.2%+7.1%
3M-0.7%+2.0%-2.7%-4.5%
6M-9.0%+13.0%-22.0%-29.1%
YTD-28.5%+13.5%-42.0%-44.4%
1Y-59.8%+20.0%-79.7%-70.6%
All-59.8%+20.8%-80.6%-70.6%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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