-71.4%
OPEN vs CDW
+13.2%
-84.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +12.7% | +1.1% | +8.2% |
| 7D | +3.7% | +3.7% | -0.1% | +1.8% |
| 30D | -14.3% | +26.0% | -40.3% | -21.5% |
| 3M | -51.9% | +10.1% | -62.0% | -54.0% |
| 6M | -61.4% | +26.1% | -87.5% | -65.9% |
| YTD | -66.0% | +25.9% | -91.9% | -68.4% |
| 1Y | -71.4% | +21.5% | -92.9% | -71.2% |
| All | -71.4% | +13.2% | -84.6% | -71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling