+322.0%
CDW vs RRC
+72.2%
+249.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +2.0% |
| 7D | +2.6% | -0.5% | +3.0% | +2.6% |
| 30D | +20.4% | +25.2% | -4.8% | +16.4% |
| 3M | +28.5% | +27.8% | +0.6% | +23.8% |
| 6M | +70.6% | +27.2% | +43.4% | +64.4% |
| YTD | +29.1% | +48.2% | -19.1% | +21.8% |
| 1Y | +23.8% | +34.7% | -10.9% | +18.1% |
| 3Y | -14.5% | +62.2% | -76.7% | -21.0% |
| 5Y | -1.6% | +130.9% | -132.5% | -15.0% |
| 10Y | +322.0% | +73.4% | +248.6% | +220.1% |
| All | +322.0% | +72.2% | +249.8% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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