+57.1%
CDW vs ACI
+29.9%
+27.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.4% |
| 7D | +2.1% | -2.2% | +4.3% | +2.4% |
| 30D | +14.7% | +10.3% | +4.5% | +13.4% |
| 3M | +11.1% | +7.2% | +3.9% | +10.1% |
| 6M | +45.6% | -18.0% | +63.6% | +47.9% |
| YTD | +17.1% | -22.0% | +39.1% | +19.5% |
| 1Y | +13.2% | -23.4% | +36.5% | +15.7% |
| 3Y | -22.2% | -35.8% | +13.6% | -19.4% |
| 5Y | -10.1% | -43.7% | +33.6% | -7.0% |
| All | +57.1% | +29.9% | +27.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling