+54.8%
EBAY vs CDW
-23.8%
+78.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.7% |
| 7D | -3.0% | -4.2% | +1.2% | -2.1% |
| 30D | -3.6% | +4.9% | -8.5% | -5.1% |
| 3M | -4.4% | +7.3% | -11.7% | -7.0% |
| 6M | +12.1% | +19.2% | -7.1% | +3.7% |
| YTD | +19.9% | +6.2% | +13.7% | +15.0% |
| 1Y | +13.4% | -14.0% | +27.4% | +16.5% |
| 3Y | +150.5% | -30.0% | +180.5% | +168.8% |
| 5Y | +54.8% | -23.6% | +78.4% | +52.7% |
| All | +54.8% | -23.8% | +78.6% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling