-28.9%
CDW vs SPXU
-80.6%
+51.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -4.6% |
| 7D | -3.9% | -1.5% | -2.4% | -4.3% |
| 30D | +6.9% | +3.7% | +3.2% | +8.5% |
| 3M | +7.7% | -9.6% | +17.2% | +5.0% |
| 6M | +18.3% | -32.4% | +50.7% | +5.0% |
| YTD | +7.8% | -28.7% | +36.4% | -2.0% |
| 1Y | -12.2% | -38.2% | +26.0% | -23.4% |
| 3Y | -28.9% | -80.4% | +51.5% | -53.1% |
| All | -28.9% | -80.6% | +51.6% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling