+35.2%
HBAN vs CDW
-23.8%
+59.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.3% |
| 7D | -1.5% | -4.2% | +2.8% | 0.0% |
| 30D | -5.5% | +4.9% | -10.4% | -7.6% |
| 3M | -0.2% | +7.3% | -7.5% | -4.4% |
| 6M | +5.2% | +19.2% | -14.0% | -6.8% |
| YTD | -2.3% | +6.2% | -8.5% | -8.7% |
| 1Y | -2.2% | -14.0% | +11.8% | +1.0% |
| 3Y | +73.8% | -30.0% | +103.8% | +91.4% |
| 5Y | +35.2% | -23.6% | +58.8% | +39.8% |
| All | +35.2% | -23.8% | +59.0% | +39.8% |
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