+144.2%
RTX vs CDW
-21.8%
+166.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -5.1% | +2.1% | -7.2% | -5.2% |
| 30D | +5.1% | +14.7% | -9.6% | +4.5% |
| 3M | -14.8% | +11.1% | -25.9% | -15.2% |
| 6M | +8.0% | +45.6% | -37.5% | +5.3% |
| YTD | +4.5% | +17.1% | -12.6% | +3.1% |
| 1Y | +9.8% | +13.2% | -3.3% | +8.8% |
| 3Y | +144.2% | -22.2% | +166.4% | +157.3% |
| All | +144.2% | -21.8% | +166.0% | +157.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling