+220.7%
INTC vs CDW
+933.5%
-712.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.9% | +8.6% | +8.1% |
| 7D | -14.4% | +2.1% | -16.5% | -15.6% |
| 30D | -50.2% | +14.7% | -65.0% | -53.1% |
| 3M | -43.6% | +11.1% | -54.7% | -46.7% |
| 6M | -50.2% | +45.6% | -95.8% | -60.0% |
| YTD | +52.5% | +17.1% | +35.4% | +32.3% |
| 1Y | +51.1% | +13.2% | +38.0% | +33.7% |
| 3Y | +50.3% | -22.2% | +72.5% | +59.2% |
| 5Y | +19.2% | -10.1% | +29.3% | +15.2% |
| 10Y | +105.1% | +307.0% | -201.9% | +3.2% |
| All | +220.7% | +933.5% | -712.8% | +39.3% |
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