+93.5%
CWK price history and return analytics
+74.1%
+19.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.2% |
| 7D | +1.5% | +0.4% | +1.2% | +1.1% |
| 30D | +25.2% | -2.6% | +27.8% | +30.5% |
| 3M | +5.2% | -3.2% | +8.4% | +11.0% |
| 6M | +2.5% | +0.9% | +1.6% | +0.5% |
| YTD | -10.1% | +11.3% | -21.4% | -24.5% |
| 1Y | -7.5% | +14.0% | -21.5% | -25.2% |
| 3Y | +93.5% | +75.8% | +17.6% | -45.7% |
| All | +93.5% | +74.1% | +19.4% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling