+863.2%
CDW vs XHB
+287.6%
+575.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.6% |
| 7D | +3.2% | -1.3% | +4.5% | +3.9% |
| 30D | +9.3% | -6.9% | +16.2% | +13.8% |
| 3M | +9.8% | -1.3% | +11.1% | +9.5% |
| 6M | +23.3% | -6.8% | +30.1% | +26.1% |
| YTD | +13.7% | +0.7% | +12.9% | +10.5% |
| 1Y | -6.5% | -11.2% | +4.8% | -1.8% |
| 3Y | -25.2% | +25.3% | -50.6% | -38.9% |
| 5Y | -19.5% | +37.3% | -56.8% | -39.3% |
| 10Y | +285.8% | +211.5% | +74.3% | +65.9% |
| All | +863.2% | +287.6% | +575.7% | +286.9% |
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