-25.5%
UBER vs CDW
-13.5%
-12.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.8% |
| 7D | -7.0% | -4.2% | -2.8% | -6.9% |
| 30D | -8.9% | +4.9% | -13.8% | -9.1% |
| 3M | +1.0% | +7.3% | -6.3% | +1.1% |
| 6M | -3.7% | +19.2% | -22.9% | -5.2% |
| YTD | -13.0% | +6.2% | -19.2% | -12.7% |
| 1Y | -25.5% | -14.0% | -11.5% | -24.7% |
| All | -25.5% | -13.5% | -12.0% | -24.7% |
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