+38.6%
HPQ vs CDW
-23.8%
+62.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.8% |
| 7D | +2.2% | -4.2% | +6.5% | +4.7% |
| 30D | +9.7% | +4.9% | +4.9% | +6.3% |
| 3M | +32.7% | +7.3% | +25.4% | +25.4% |
| 6M | +77.7% | +19.2% | +58.5% | +52.4% |
| YTD | +51.0% | +6.2% | +44.8% | +38.9% |
| 1Y | +18.4% | -14.0% | +32.4% | +24.8% |
| 3Y | +25.6% | -30.0% | +55.5% | +44.9% |
| 5Y | +38.6% | -23.6% | +62.2% | +44.2% |
| All | +38.6% | -23.8% | +62.4% | +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 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