+647.9%
WDC vs CDW
+1,014.9%
-367.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -1.8% |
| 7D | -16.7% | +13.1% | -29.8% | -22.7% |
| 30D | -27.2% | +19.1% | -46.3% | -34.6% |
| 3M | -34.0% | +24.7% | -58.7% | -43.2% |
| 6M | -39.7% | +63.4% | -103.1% | -57.4% |
| YTD | +68.1% | +26.3% | +41.7% | +32.0% |
| 1Y | +66.3% | +20.6% | +45.7% | +35.0% |
| 3Y | +754.4% | -16.3% | +770.7% | +757.5% |
| 5Y | +595.8% | -3.9% | +599.7% | +524.6% |
| 10Y | +660.4% | +331.5% | +328.9% | +195.5% |
| All | +647.9% | +1,014.9% | -367.0% | +174.4% |
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