-0.2%
SYY vs CDW
-5.0%
+4.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | -2.3% | +3.2% | -5.5% | -2.3% |
| 30D | -4.9% | +9.3% | -14.2% | -5.0% |
| 3M | +8.4% | +9.8% | -1.4% | +7.9% |
| 6M | -7.4% | +23.3% | -30.7% | -8.3% |
| YTD | +11.0% | +13.7% | -2.7% | +10.5% |
| 1Y | -0.2% | -6.5% | +6.2% | +1.1% |
| All | -0.2% | -5.0% | +4.8% | +1.1% |
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