CDaR (Conditional Drawdown at Risk)

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Tail-risk on the drawdown distribution. Like CVaR, but for the path-dependent pain.

Quick Answer

What is CDaR (Conditional Drawdown at Risk)?

CDaR (Conditional Drawdown at Risk) is the average of the worst α% of drawdowns over a window. CDaR(5%) is the mean drawdown across the worst 5% of all drawdown observations. Conceptually identical to CVaR but applied to path-dependent drawdowns rather than single-period returns.

CDaR_α = E[DD | DD ≥ VaR_α(DD)]

Formula

CDaRα = E[DD | DD ≥ VaRα(DD)]
α = confidence level (e.g. 5%) · VaRα(DD) = the α-quantile of the drawdown distribution · E[DD | ...] = expected drawdown conditional on being in the worst tail

You sort all drawdown observations from worst to best. CDaR is the average of the worst α-fraction of them. Bigger than the median drawdown, smaller than max drawdown.

Intuition — what is this number telling you?

CDaR captures tail-risk in the drawdown distribution. A portfolio with low max drawdown but a heavy CDaR has many bad drawdown events even if none hit the absolute worst. This matters for investors with hard liquidity constraints — pension funds, leveraged accounts, retirees in withdrawal phase.

Worked example

Step-by-step

Over 1000 daily drawdown observations: the 50 worst (5%) have drawdowns ranging from −12% to −35%, averaging −22%.

CDaR(5%) = −22%

For comparison: VaR(5%) of drawdown is −12% (the threshold) and Max DD is −35% (the single worst).

What's a good CDaR (Conditional Drawdown at Risk) value?

CDaR(5%) typically runs 30–60% of Max DD for normal distributions. For fat-tailed distributions, the gap is smaller (the worst 5% is closer to the very worst). For thin-tailed distributions, the gap is larger.

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Related metrics

CVaR (Conditional Value at Risk)  ·  Maximum Drawdown  ·  Ulcer Index  ·  Drawdown

Frequently asked questions about CDaR (Conditional Drawdown at Risk)

How is CDaR different from Max DD?

Max DD is the single worst drawdown. CDaR is the average of the worst α-fraction of drawdowns — it captures repeated tail events that Max DD ignores.

What α should I use?

5% is standard. For more conservative risk management, 1% can be used. The smaller α, the closer CDaR approaches Max DD.

When is CDaR more important than Max DD?

For investors with serial liquidity needs — those who need the portfolio to be above certain levels at multiple points, not just at one final moment.

Does Foliolytic compute CDaR?

Yes — at the 5% level by default, alongside Max DD and Ulcer Index.

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