+138.4%
OKLO vs CDW
-10.5%
+148.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.9% | +23.5% | +22.8% |
| 7D | -6.7% | +2.1% | -8.8% | -7.0% |
| 30D | -36.0% | +14.7% | -50.8% | -37.5% |
| 3M | -44.2% | +11.1% | -55.3% | -45.4% |
| 6M | -70.4% | +45.6% | -116.0% | -72.8% |
| YTD | -67.2% | +17.1% | -84.3% | -69.0% |
| 1Y | -77.9% | +13.2% | -91.1% | -78.8% |
| 3Y | +128.4% | -22.2% | +150.6% | +136.4% |
| All | +138.4% | -10.5% | +148.8% | +145.0% |
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