+23.8%
CDW vs SPXU
-28.1%
+51.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.9% | +6.1% | +1.0% |
| 7D | +2.6% | +1.5% | +1.0% | +3.6% |
| 30D | +20.4% | +6.4% | +14.0% | +23.1% |
| 3M | +28.5% | +4.2% | +24.2% | +31.0% |
| 6M | +70.6% | -7.8% | +78.4% | +71.7% |
| YTD | +29.1% | -27.5% | +56.6% | +24.6% |
| 1Y | +23.8% | -27.1% | +50.9% | +20.9% |
| All | +23.8% | -28.1% | +51.9% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling