+42.7%
CDW vs ACI
+17.4%
+25.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.3% |
| 7D | -7.4% | -7.1% | -0.3% | -6.6% |
| 30D | +5.8% | -4.5% | +10.3% | +6.4% |
| 3M | +10.8% | -22.3% | +33.1% | +13.4% |
| 6M | +21.5% | -28.4% | +49.9% | +25.3% |
| YTD | +6.4% | -29.5% | +35.9% | +9.9% |
| 1Y | -14.8% | -34.2% | +19.4% | -11.4% |
| 3Y | -29.9% | -45.7% | +15.8% | -25.9% |
| 5Y | -22.9% | -40.8% | +17.9% | -19.9% |
| All | +42.7% | +17.4% | +25.3% | +46.8% |
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