+368.8%
SNXX vs CDW
+22.6%
+346.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +7.8% | -14.9% | -4.6% |
| 7D | -12.0% | +0.9% | -13.0% | -11.4% |
| 30D | +37.9% | +13.1% | +24.9% | +43.6% |
| 3M | -52.7% | +19.7% | -72.3% | -47.3% |
| 6M | +194.8% | +30.7% | +164.1% | +275.8% |
| All | +368.8% | +22.6% | +346.1% | +483.7% |
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