+62.1%
DAL vs CDW
+13.2%
+48.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +12.7% | -5.5% | +5.2% |
| 7D | +11.1% | +3.7% | +7.3% | +10.2% |
| 30D | +7.7% | +26.0% | -18.3% | +4.3% |
| 3M | -3.5% | +10.1% | -13.6% | -5.3% |
| 6M | +31.3% | +26.1% | +5.3% | +24.9% |
| YTD | +30.0% | +25.9% | +4.1% | +26.6% |
| 1Y | +62.1% | +21.5% | +40.5% | +62.7% |
| All | +62.1% | +13.2% | +48.9% | +62.7% |
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