+21.5%
CDW vs XHB
+5.8%
+15.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +5.4% | +7.2% | +10.6% |
| 7D | +3.7% | +9.7% | -6.0% | +0.5% |
| 30D | +26.0% | +11.7% | +14.4% | +21.3% |
| 3M | +10.1% | -1.4% | +11.5% | +9.5% |
| 6M | +26.1% | +6.8% | +19.3% | +21.2% |
| YTD | +25.9% | +5.5% | +20.4% | +22.7% |
| 1Y | +21.5% | +5.1% | +16.4% | +18.4% |
| All | +21.5% | +5.8% | +15.8% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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