+250.2%
DOCN vs CDW
-5.0%
+255.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +1.1% | +3.2% | -2.0% | +0.4% |
| 30D | -9.6% | +9.3% | -18.9% | -11.6% |
| 3M | -37.7% | +9.8% | -47.5% | -39.2% |
| 6M | +115.2% | +23.3% | +91.9% | +98.4% |
| YTD | +133.7% | +13.7% | +120.1% | +124.9% |
| 1Y | +250.2% | -6.5% | +256.6% | +252.1% |
| All | +250.2% | -5.0% | +255.2% | +252.1% |
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