+38.8%
SLB vs CDW
+23.0%
+15.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.9% |
| 7D | -1.2% | +2.6% | -3.7% | -1.4% |
| 30D | +4.5% | +20.4% | -15.9% | +2.4% |
| 3M | -4.6% | +28.5% | -33.0% | -7.2% |
| 6M | -6.3% | +70.6% | -76.9% | -11.7% |
| YTD | +35.0% | +29.1% | +5.9% | +29.4% |
| 1Y | +38.8% | +23.8% | +15.0% | +35.2% |
| All | +38.8% | +23.0% | +15.8% | +35.2% |
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