-15.3%
CDW vs RACE
+24.7%
-40.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | +9.3% | -1.2% | +10.5% | +9.7% |
| 30D | +14.4% | +6.1% | +8.2% | +12.9% |
| 3M | +21.4% | -0.3% | +21.7% | +21.7% |
| 6M | +72.8% | +23.4% | +49.4% | +64.4% |
| YTD | +28.0% | +12.5% | +15.5% | +23.6% |
| 1Y | +19.3% | -0.5% | +19.8% | +19.3% |
| 3Y | -15.3% | +23.6% | -38.9% | -20.9% |
| All | -15.3% | +24.7% | -40.0% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling