+82.5%
UBER vs CDW
-22.8%
+105.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.2% | +1.7% | -1.6% |
| 7D | -2.8% | -3.9% | +1.1% | -1.5% |
| 30D | -2.5% | +6.9% | -9.4% | -5.3% |
| 3M | +4.4% | +7.7% | -3.3% | +0.4% |
| 6M | -2.7% | +18.3% | -21.0% | -12.9% |
| YTD | -10.5% | +7.8% | -18.3% | -16.8% |
| 1Y | -22.5% | -12.2% | -10.3% | -20.2% |
| 3Y | +54.8% | -28.9% | +83.8% | +70.6% |
| 5Y | +82.5% | -22.8% | +105.3% | +82.6% |
| All | +82.5% | -22.8% | +105.3% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling