+2,071.0%
STX vs CDW
+325.6%
+1,745.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.8% | +4.9% | +7.6% |
| 7D | -14.8% | +9.3% | -24.1% | -18.4% |
| 30D | -35.4% | +15.8% | -51.1% | -39.9% |
| 3M | -37.7% | +21.8% | -59.5% | -44.2% |
| 6M | -35.2% | +58.8% | -94.0% | -50.5% |
| YTD | +84.4% | +22.8% | +61.6% | +54.8% |
| 1Y | +82.3% | +17.9% | +64.3% | +56.8% |
| 3Y | +646.2% | -17.4% | +663.6% | +661.9% |
| 5Y | +487.4% | -5.7% | +493.2% | +450.8% |
| 10Y | +2,071.0% | +319.5% | +1,751.5% | +1,078.1% |
| All | +2,071.0% | +325.6% | +1,745.4% | +1,078.1% |
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 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