+269.4%
CDW vs SPXU
-99.5%
+368.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -0.9% |
| 7D | -4.2% | +1.3% | -5.5% | -3.7% |
| 30D | +4.9% | +5.1% | -0.3% | +7.2% |
| 3M | +7.3% | -9.1% | +16.4% | +4.3% |
| 6M | +19.2% | -29.6% | +48.8% | +6.0% |
| YTD | +6.2% | -27.7% | +33.9% | -4.1% |
| 1Y | -14.0% | -37.0% | +22.9% | -25.5% |
| 3Y | -30.0% | -80.2% | +50.2% | -56.2% |
| 5Y | -23.6% | -86.0% | +62.4% | -50.0% |
| 10Y | +269.4% | -99.5% | +368.9% | +2.4% |
| All | +269.4% | -99.5% | +368.9% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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