+452.5%
SPCX vs CDW
+16.9%
+435.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.8% | +1.0% | -10.0% |
| 7D | +4.2% | +9.3% | -5.1% | -36.6% |
| 30D | -12.6% | +15.8% | -28.4% | -64.3% |
| 3M | +6.7% | +21.8% | -15.1% | -81.8% |
| 6M | +546.4% | +34.8% | +511.6% | -81.2% |
| YTD | +552.1% | +22.8% | +529.4% | -81.1% |
| All | +452.5% | +16.9% | +435.5% | -84.0% |
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