+179.4%
INTC vs CDW
-29.2%
+208.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -5.2% | +14.2% | +10.4% |
| 7D | +17.4% | -3.9% | +21.3% | +18.4% |
| 30D | +2.8% | +6.9% | -4.1% | +0.6% |
| 3M | -5.3% | +7.7% | -12.9% | -8.4% |
| 6M | +140.6% | +18.3% | +122.3% | +117.6% |
| YTD | +183.1% | +7.8% | +175.4% | +166.6% |
| 1Y | +326.8% | -12.2% | +338.9% | +349.2% |
| 3Y | +179.4% | -28.9% | +208.4% | +207.6% |
| All | +179.4% | -29.2% | +208.7% | +207.6% |
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 2023-09-08 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling