+892.4%
CDW vs XHB
+286.1%
+606.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | 0.0% |
| 7D | +2.1% | +1.3% | +0.8% | +1.5% |
| 30D | +14.7% | +7.8% | +7.0% | +9.8% |
| 3M | +11.1% | -5.5% | +16.6% | +14.9% |
| 6M | +45.6% | -2.6% | +48.2% | +46.4% |
| YTD | +17.1% | +0.4% | +16.7% | +14.3% |
| 1Y | +13.2% | -1.0% | +14.2% | +11.2% |
| 3Y | -22.2% | +37.3% | -59.5% | -39.8% |
| 5Y | -10.1% | +33.7% | -43.8% | -30.9% |
| 10Y | +307.0% | +256.9% | +50.1% | +63.3% |
| All | +892.4% | +286.1% | +606.3% | +300.3% |
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