+30.8%
RCL vs CDW
+20.3%
+10.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.5% |
| 7D | +8.5% | +13.1% | -4.6% | +7.2% |
| 30D | +20.4% | +19.1% | +1.3% | +18.4% |
| 3M | +11.0% | +24.7% | -13.7% | +8.4% |
| 6M | +24.9% | +63.4% | -38.5% | +20.5% |
| YTD | +23.9% | +26.3% | -2.5% | +18.0% |
| 1Y | +30.8% | +20.6% | +10.2% | +26.9% |
| All | +30.8% | +20.3% | +10.5% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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