+19.7%
HPQ vs CDW
-29.2%
+48.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.2% | +0.7% | -2.0% |
| 7D | -0.5% | -3.9% | +3.4% | +1.4% |
| 30D | +3.7% | +6.9% | -3.2% | 0.0% |
| 3M | +24.3% | +7.7% | +16.6% | +18.3% |
| 6M | +64.8% | +18.3% | +46.4% | +45.0% |
| YTD | +43.9% | +7.8% | +36.1% | +33.2% |
| 1Y | +11.7% | -12.2% | +23.8% | +16.2% |
| 3Y | +19.7% | -28.9% | +48.6% | +29.1% |
| All | +19.7% | -29.2% | +48.9% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling