+82.2%
UBER vs CDW
+59.8%
+22.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | -3.9% | +3.2% | -7.1% | -5.5% |
| 30D | +11.1% | +9.3% | +1.8% | +5.5% |
| 3M | +4.9% | +9.8% | -4.9% | -1.5% |
| 6M | -1.2% | +23.3% | -24.5% | -16.4% |
| YTD | -7.3% | +13.7% | -20.9% | -18.7% |
| 1Y | -17.6% | -6.5% | -11.2% | -19.4% |
| 3Y | +61.1% | -25.2% | +86.3% | +73.1% |
| 5Y | +87.9% | -19.5% | +107.4% | +87.3% |
| All | +82.2% | +59.8% | +22.5% | -1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling