+1,330.5%
WDC vs CDW
-25.0%
+1,355.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.1% |
| 7D | +1.7% | +3.2% | -1.4% | +0.8% |
| 30D | -10.0% | +9.3% | -19.2% | -12.4% |
| 3M | -18.8% | +9.8% | -28.5% | -21.1% |
| 6M | +79.0% | +23.3% | +55.7% | +63.2% |
| YTD | +171.6% | +13.7% | +157.9% | +154.3% |
| 1Y | +417.4% | -6.5% | +423.9% | +437.2% |
| All | +1,330.5% | -25.0% | +1,355.6% | +1,487.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling