+67.6%
UBER vs CDW
+80.0%
-12.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | +1.6% | +9.3% | -7.7% | -2.7% |
| 30D | +0.6% | +14.4% | -13.8% | -6.3% |
| 3M | -8.2% | +21.4% | -29.6% | -17.9% |
| 6M | -6.7% | +72.8% | -79.5% | -32.0% |
| YTD | -14.7% | +28.0% | -42.7% | -30.3% |
| 1Y | -24.1% | +19.3% | -43.4% | -35.3% |
| 3Y | +33.4% | -15.3% | +48.7% | +33.1% |
| 5Y | +54.5% | -3.8% | +58.2% | +38.4% |
| All | +67.6% | +80.0% | -12.3% | -15.3% |
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