-93.6%
OPEN vs CDW
-10.5%
-83.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.9% | -20.9% | -21.0% |
| 7D | -22.2% | +2.1% | -24.3% | -23.1% |
| 30D | -38.3% | +14.7% | -53.1% | -44.8% |
| 3M | -59.4% | +11.1% | -70.5% | -63.3% |
| 6M | -74.4% | +45.6% | -119.9% | -82.8% |
| YTD | -76.0% | +17.1% | -93.1% | -81.4% |
| 1Y | -78.7% | +13.2% | -91.8% | -82.6% |
| 3Y | -30.0% | -22.2% | -7.8% | -18.0% |
| All | -93.6% | -10.5% | -83.2% | -94.2% |
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 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