+273.8%
RTX vs CDW
+325.6%
-51.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.8% | -1.3% | +2.0% |
| 7D | -3.2% | +9.3% | -12.5% | -6.3% |
| 30D | +5.6% | +15.8% | -10.2% | -0.2% |
| 3M | -11.7% | +21.8% | -33.5% | -18.5% |
| 6M | +12.3% | +58.8% | -46.5% | -7.9% |
| YTD | +8.2% | +22.8% | -14.6% | -4.7% |
| 1Y | +12.6% | +17.9% | -5.3% | +0.7% |
| 3Y | +152.8% | -17.4% | +170.3% | +151.4% |
| 5Y | +140.2% | -5.7% | +145.9% | +115.4% |
| 10Y | +273.8% | +319.5% | -45.7% | +110.7% |
| All | +273.8% | +325.6% | -51.8% | +110.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling