+366.2%
STX vs CDW
-13.5%
+379.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.9% |
| 7D | +9.6% | -4.2% | +13.8% | +9.8% |
| 30D | +10.6% | +4.9% | +5.8% | +9.9% |
| 3M | +4.8% | +7.3% | -2.5% | +4.3% |
| 6M | +137.3% | +19.2% | +118.1% | +131.5% |
| YTD | +222.5% | +6.2% | +216.3% | +225.3% |
| 1Y | +366.2% | -14.0% | +380.2% | +401.1% |
| All | +366.2% | -13.5% | +379.7% | +401.1% |
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 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