+151.5%
GE vs CDW
+263.0%
-111.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | +1.5% |
| 7D | +1.2% | -3.9% | +5.0% | +2.7% |
| 30D | -9.5% | +6.9% | -16.4% | -12.5% |
| 3M | +4.1% | +7.7% | -3.6% | -0.9% |
| 6M | +3.9% | +18.3% | -14.4% | -8.6% |
| YTD | +9.0% | +7.8% | +1.3% | -0.4% |
| 1Y | +21.9% | -12.2% | +34.1% | +22.5% |
| 3Y | +281.8% | -28.9% | +310.7% | +314.2% |
| 5Y | +436.7% | -22.8% | +459.5% | +443.0% |
| 10Y | +151.5% | +266.1% | -114.5% | +44.2% |
| All | +151.5% | +263.0% | -111.4% | +44.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling