-17.4%
CDW vs RACE
+26.8%
-44.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.2% | +4.7% |
| 7D | +9.3% | +3.9% | +5.4% | +8.4% |
| 30D | +15.8% | +7.4% | +8.3% | +13.9% |
| 3M | +21.8% | +1.6% | +20.2% | +21.5% |
| 6M | +58.8% | +23.3% | +35.5% | +50.9% |
| YTD | +22.8% | +14.7% | +8.1% | +18.0% |
| 1Y | +17.9% | +2.5% | +15.4% | +16.9% |
| 3Y | -17.4% | +28.0% | -45.4% | -23.8% |
| All | -17.4% | +26.8% | -44.3% | -23.8% |
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