+319.5%
CDW vs XME
+294.4%
+25.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.5% | -0.6% | +2.7% |
| 7D | +9.3% | +0.9% | +8.4% | +8.9% |
| 30D | +15.8% | -7.3% | +23.1% | +19.1% |
| 3M | +21.8% | -14.8% | +36.6% | +29.2% |
| 6M | +58.8% | -18.4% | +77.2% | +69.3% |
| YTD | +22.8% | -4.7% | +27.4% | +19.7% |
| 1Y | +17.9% | +5.7% | +12.2% | +9.5% |
| 3Y | -17.4% | +104.0% | -121.4% | -44.6% |
| 5Y | -5.7% | +122.4% | -128.2% | -41.5% |
| 10Y | +319.5% | +285.4% | +34.1% | +76.6% |
| All | +319.5% | +294.4% | +25.1% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling