+412.6%
WDC vs CDW
-13.2%
+425.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +2.2% |
| 7D | +6.0% | -3.9% | +9.9% | +6.0% |
| 30D | +9.9% | +6.9% | +3.0% | +9.7% |
| 3M | -9.4% | +7.7% | -17.1% | -8.6% |
| 6M | +94.7% | +18.3% | +76.4% | +95.1% |
| YTD | +177.4% | +7.8% | +169.6% | +185.5% |
| 1Y | +412.6% | -12.2% | +424.8% | +451.6% |
| All | +412.6% | -13.2% | +425.8% | +451.6% |
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 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