+25.2%
SYY vs CDW
-15.4%
+40.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.8% | -1.2% |
| 7D | +4.7% | +13.1% | -8.3% | +3.6% |
| 30D | -0.7% | +19.1% | -19.8% | -2.2% |
| 3M | -6.8% | +24.7% | -31.5% | -8.7% |
| 6M | +8.6% | +63.4% | -54.7% | +2.9% |
| YTD | +8.4% | +26.3% | -17.9% | +5.1% |
| 1Y | +7.1% | +20.6% | -13.5% | +4.6% |
| 3Y | +25.2% | -16.3% | +41.5% | +26.2% |
| All | +25.2% | -15.4% | +40.7% | +26.2% |
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