+6.5%
GOOGL vs CDW
+19.9%
-13.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | +3.9% | +9.3% | -5.5% | +3.4% |
| 30D | -14.9% | +14.4% | -29.3% | -15.5% |
| 3M | -14.6% | +21.4% | -36.0% | -15.3% |
| 6M | -26.4% | +72.8% | -99.2% | -26.8% |
| YTD | -5.3% | +28.0% | -33.3% | -4.6% |
| 1Y | +6.5% | +19.3% | -12.9% | +10.2% |
| All | +6.5% | +19.9% | -13.5% | +10.2% |
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 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