+1,108.6%
WDC vs CDW
+903.1%
+205.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.4% |
| 7D | +1.7% | +3.2% | -1.4% | -0.3% |
| 30D | -10.0% | +9.3% | -19.2% | -15.2% |
| 3M | -18.8% | +9.8% | -28.5% | -24.9% |
| 6M | +79.0% | +23.3% | +55.7% | +47.0% |
| YTD | +171.6% | +13.7% | +157.9% | +130.1% |
| 1Y | +417.4% | -6.5% | +423.9% | +397.2% |
| 3Y | +1,251.8% | -25.2% | +1,277.0% | +1,367.2% |
| 5Y | +911.7% | -19.5% | +931.2% | +927.0% |
| 10Y | +1,399.6% | +285.8% | +1,113.8% | +530.6% |
| All | +1,108.6% | +903.1% | +205.4% | +378.2% |
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