+863.2%
CDW vs SPXU
-99.9%
+963.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.5% |
| 7D | +3.2% | -0.1% | +3.3% | +3.2% |
| 30D | +9.3% | +0.8% | +8.5% | +9.9% |
| 3M | +9.8% | -4.7% | +14.5% | +8.9% |
| 6M | +23.3% | -29.6% | +53.0% | +10.0% |
| YTD | +13.7% | -29.9% | +43.5% | +1.7% |
| 1Y | -6.5% | -39.1% | +32.6% | -19.8% |
| 3Y | -25.2% | -80.0% | +54.8% | -52.4% |
| 5Y | -19.5% | -86.0% | +66.6% | -46.7% |
| 10Y | +285.8% | -99.5% | +385.3% | +16.0% |
| All | +863.2% | -99.9% | +963.1% | +121.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling