+404.4%
SNXX vs CDW
+13.7%
+390.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.2% | -8.1% | -7.9% |
| 7D | +16.8% | -7.4% | +24.1% | +14.4% |
| 30D | +65.3% | +5.8% | +59.4% | +68.2% |
| 3M | -34.8% | +10.8% | -45.6% | -29.2% |
| 6M | +255.1% | +21.5% | +233.7% | +343.5% |
| All | +404.4% | +13.7% | +390.7% | +512.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling