+154.6%
SBUX vs CDW
+329.6%
-175.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | -0.7% |
| 7D | +4.9% | +13.1% | -8.1% | -0.4% |
| 30D | +21.2% | +19.1% | +2.0% | +12.3% |
| 3M | +5.7% | +24.7% | -19.1% | -5.0% |
| 6M | +6.0% | +63.4% | -57.3% | -17.7% |
| YTD | +32.9% | +26.3% | +6.6% | +13.1% |
| 1Y | +33.3% | +20.6% | +12.7% | +16.0% |
| 3Y | +13.0% | -16.3% | +29.3% | +15.2% |
| 5Y | +8.8% | -3.9% | +12.8% | +1.4% |
| 10Y | +154.6% | +331.5% | -176.9% | +49.1% |
| All | +154.6% | +329.6% | -175.0% | +49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling