+45.9%
OXY vs CDW
+13.2%
+32.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +12.7% | -17.8% | -6.2% |
| 7D | -8.8% | +3.7% | -12.5% | -9.0% |
| 30D | -1.7% | +26.0% | -27.7% | -4.4% |
| 3M | +4.5% | +10.1% | -5.6% | +3.4% |
| 6M | -4.0% | +26.1% | -30.1% | -6.3% |
| YTD | +41.4% | +25.9% | +15.5% | +37.6% |
| 1Y | +45.9% | +21.5% | +24.3% | +42.2% |
| All | +45.9% | +13.2% | +32.7% | +42.2% |
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