+47.8%
XOM vs CDW
+19.9%
+27.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.5% |
| 7D | +2.8% | +9.3% | -6.5% | +2.5% |
| 30D | -3.6% | +14.4% | -18.0% | -4.2% |
| 3M | +8.2% | +21.4% | -13.2% | +7.1% |
| 6M | +14.0% | +72.8% | -58.8% | +8.3% |
| YTD | +44.6% | +28.0% | +16.6% | +41.4% |
| 1Y | +47.8% | +19.3% | +28.4% | +44.6% |
| All | +47.8% | +19.9% | +27.8% | +44.6% |
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