+17.0%
CDW vs RACE
+26.7%
-9.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.3% | -3.8% | -5.3% |
| 7D | -4.1% | +5.7% | -9.8% | -5.2% |
| 30D | +16.7% | +9.3% | +7.5% | +14.6% |
| 3M | +13.6% | +3.8% | +9.8% | +13.0% |
| 6M | +17.0% | +29.8% | -12.8% | +15.2% |
| All | +17.0% | +26.7% | -9.6% | +15.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling