+113.2%
WDC vs CDW
+13.2%
+100.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +12.7% | -19.4% | -6.4% |
| 7D | -18.3% | +3.7% | -22.1% | -17.9% |
| 30D | -26.7% | +26.0% | -52.7% | -26.0% |
| 3M | -40.9% | +10.1% | -51.0% | -40.7% |
| 6M | -26.8% | +26.1% | -52.8% | -24.4% |
| YTD | +88.2% | +25.9% | +62.3% | +101.3% |
| 1Y | +113.2% | +21.5% | +91.6% | +139.3% |
| All | +113.2% | +13.2% | +100.0% | +139.3% |
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 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