+331.5%
CDW vs RBA
+225.5%
+106.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.7% |
| 7D | +13.1% | +3.2% | +9.9% | +12.0% |
| 30D | +19.1% | +12.0% | +7.1% | +14.4% |
| 3M | +24.7% | +2.9% | +21.8% | +23.3% |
| 6M | +63.4% | -6.3% | +69.6% | +66.0% |
| YTD | +26.3% | -5.9% | +32.2% | +27.8% |
| 1Y | +20.6% | -3.9% | +24.5% | +21.1% |
| 3Y | -16.3% | +64.9% | -81.2% | -31.0% |
| 5Y | -3.9% | +48.5% | -52.4% | -20.4% |
| 10Y | +331.5% | +211.8% | +119.7% | +157.7% |
| All | +331.5% | +225.5% | +106.0% | +157.7% |
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