+17.7%
INTC vs CDW
-10.5%
+28.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.9% | +8.6% | +8.0% |
| 7D | -14.4% | +2.1% | -16.5% | -15.3% |
| 30D | -50.2% | +14.7% | -65.0% | -52.4% |
| 3M | -43.6% | +11.1% | -54.7% | -46.0% |
| 6M | -50.2% | +45.6% | -95.8% | -58.9% |
| YTD | +52.5% | +17.1% | +35.4% | +35.7% |
| 1Y | +51.1% | +13.2% | +38.0% | +37.3% |
| 3Y | +50.3% | -22.2% | +72.5% | +64.7% |
| All | +17.7% | -10.5% | +28.2% | +10.4% |
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