+501.7%
SPCX vs CDW
-18.6%
+520.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.8% | +1.0% | -2.8% |
| 7D | +4.2% | +9.3% | -5.1% | -16.0% |
| 30D | -12.6% | +15.8% | -28.4% | -40.0% |
| 3M | +6.7% | +21.8% | -15.1% | -42.2% |
| 6M | +546.4% | +34.8% | +511.6% | +178.2% |
| YTD | +552.1% | +22.8% | +529.4% | +180.2% |
| 1Y | +453.2% | +17.9% | +435.3% | +137.4% |
| All | +501.7% | -18.6% | +520.3% | +154.5% |
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