+1,735.1%
PLTR vs CDW
+39.1%
+1,696.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.0% |
| 7D | -6.4% | +3.2% | -9.6% | -7.9% |
| 30D | +10.0% | +9.3% | +0.8% | +4.5% |
| 3M | +23.0% | +9.8% | +13.2% | +15.7% |
| 6M | +13.8% | +23.3% | -9.5% | -2.8% |
| YTD | -1.9% | +13.7% | -15.6% | -13.2% |
| 1Y | +11.6% | -6.5% | +18.1% | +11.8% |
| 3Y | +1,048.4% | -25.2% | +1,073.7% | +1,185.3% |
| 5Y | +554.4% | -19.5% | +573.9% | +541.9% |
| All | +1,735.1% | +39.1% | +1,696.0% | +2,050.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling