+17.2%
CDW vs USFD
+49.7%
-32.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.8% | +4.3% |
| 7D | +9.3% | +3.9% | +5.4% | +8.3% |
| 30D | +15.8% | +12.8% | +2.9% | +14.2% |
| 3M | +21.8% | +1.0% | +20.8% | +20.6% |
| 6M | +58.8% | +30.3% | +28.5% | +58.3% |
| YTD | +22.8% | +46.0% | -23.2% | +16.9% |
| All | +17.2% | +49.7% | -32.5% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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