+293.0%
CDW vs RACE
+740.1%
-447.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.3% |
| 7D | +2.1% | +5.1% | -3.0% | +0.2% |
| 30D | +14.7% | +7.7% | +7.1% | +11.5% |
| 3M | +11.1% | +2.2% | +8.9% | +10.3% |
| 6M | +45.6% | +23.8% | +21.8% | +32.6% |
| YTD | +17.1% | +13.9% | +3.2% | +8.9% |
| 1Y | +13.2% | +3.8% | +9.4% | +9.4% |
| 3Y | -22.2% | +28.0% | -50.2% | -34.9% |
| 5Y | -10.1% | +64.9% | -75.0% | -35.1% |
| All | +293.0% | +740.1% | -447.0% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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