+970.6%
CDW vs XHB
+289.4%
+681.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +4.5% |
| 7D | +13.1% | +1.2% | +11.9% | +12.6% |
| 30D | +19.1% | +8.9% | +10.3% | +13.3% |
| 3M | +24.7% | -4.2% | +28.9% | +28.0% |
| 6M | +63.4% | +1.4% | +62.0% | +60.4% |
| YTD | +26.3% | +1.2% | +25.1% | +22.6% |
| 1Y | +20.6% | -1.3% | +21.9% | +18.7% |
| 3Y | -16.3% | +36.6% | -52.9% | -35.0% |
| 5Y | -3.9% | +34.3% | -38.2% | -26.3% |
| 10Y | +331.5% | +241.1% | +90.5% | +77.2% |
| All | +970.6% | +289.4% | +681.1% | +329.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling