-3.7%
CDW vs SPXU
-83.3%
+79.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.2% |
| 7D | +9.3% | -7.6% | +16.9% | +6.5% |
| 30D | +14.4% | +5.3% | +9.0% | +17.8% |
| 3M | +21.4% | +9.6% | +11.8% | +27.4% |
| 6M | +72.8% | -4.5% | +77.3% | +74.4% |
| YTD | +28.0% | -25.9% | +53.9% | +19.1% |
| 1Y | +19.3% | -28.9% | +48.2% | +9.8% |
| 3Y | -15.3% | -80.5% | +65.2% | -45.2% |
| All | -3.7% | -83.3% | +79.6% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling