-16.8%
OPEN vs CDW
-25.3%
+8.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.2% |
| 7D | -4.3% | +3.2% | -7.4% | -6.0% |
| 30D | -16.2% | +9.3% | -25.5% | -20.6% |
| 3M | -36.4% | +9.8% | -46.2% | -40.5% |
| 6M | -35.5% | +23.3% | -58.8% | -46.4% |
| YTD | -46.0% | +13.7% | -59.6% | -52.4% |
| 1Y | -47.1% | -6.5% | -40.7% | -46.5% |
| All | -16.8% | -25.3% | +8.6% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling