+319.5%
CDW vs RBA
+236.6%
+82.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.4% | +2.4% | +4.0% |
| 7D | +9.3% | +2.5% | +6.8% | +8.5% |
| 30D | +15.8% | +11.6% | +4.2% | +11.4% |
| 3M | +21.8% | +1.5% | +20.3% | +20.9% |
| 6M | +58.8% | -6.6% | +65.4% | +61.6% |
| YTD | +22.8% | -6.3% | +29.0% | +24.4% |
| 1Y | +17.9% | -4.0% | +21.9% | +18.5% |
| 3Y | -17.4% | +47.3% | -64.7% | -29.4% |
| 5Y | -5.7% | +47.7% | -53.4% | -21.7% |
| 10Y | +319.5% | +224.7% | +94.8% | +152.3% |
| All | +319.5% | +236.6% | +82.9% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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