+446.0%
INTC vs CDW
+903.1%
-457.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +5.0% |
| 7D | +7.1% | +3.2% | +3.9% | +5.5% |
| 30D | -5.2% | +9.3% | -14.5% | -9.4% |
| 3M | -14.3% | +9.8% | -24.1% | -19.3% |
| 6M | +110.2% | +23.3% | +86.8% | +79.5% |
| YTD | +159.6% | +13.7% | +146.0% | +129.3% |
| 1Y | +289.3% | -6.5% | +295.7% | +279.3% |
| 3Y | +166.1% | -25.2% | +191.3% | +188.2% |
| 5Y | +94.4% | -19.5% | +113.9% | +98.8% |
| 10Y | +227.7% | +285.8% | -58.1% | +69.1% |
| All | +446.0% | +903.1% | -457.2% | +141.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling