-86.2%
CWD price history and return analytics
+10.5%
-96.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.5% |
| 7D | -3.3% | -2.3% | -1.0% | +1.6% |
| 30D | -18.7% | -5.0% | -13.8% | -9.3% |
| 3M | -12.2% | -4.9% | -7.3% | -1.8% |
| 6M | -59.2% | -1.5% | -57.7% | -58.5% |
| YTD | -66.8% | +8.5% | -75.3% | -74.2% |
| 1Y | -86.2% | +11.4% | -97.5% | -89.9% |
| All | -86.2% | +10.5% | -96.7% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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