+1,309.1%
WDC vs CDW
+262.5%
+1,046.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.9% |
| 7D | +7.5% | -4.2% | +11.7% | +9.9% |
| 30D | +10.1% | +4.9% | +5.2% | +5.9% |
| 3M | -6.8% | +7.3% | -14.1% | -13.4% |
| 6M | +84.1% | +19.2% | +65.0% | +52.2% |
| YTD | +180.3% | +6.2% | +174.1% | +145.0% |
| 1Y | +411.1% | -14.0% | +425.1% | +417.0% |
| 3Y | +1,375.0% | -30.0% | +1,405.0% | +1,569.2% |
| 5Y | +991.6% | -23.6% | +1,015.2% | +1,031.7% |
| 10Y | +1,309.1% | +269.4% | +1,039.7% | +504.6% |
| All | +1,309.1% | +262.5% | +1,046.6% | +504.6% |
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 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