+352.5%
AAOI vs CDW
-5.0%
+357.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.4% |
| 7D | -0.7% | +3.2% | -3.8% | -1.5% |
| 30D | -17.9% | +9.3% | -27.2% | -20.1% |
| 3M | -48.0% | +9.8% | -57.8% | -49.2% |
| 6M | +5.8% | +23.3% | -17.5% | -0.8% |
| YTD | +202.7% | +13.7% | +189.1% | +203.3% |
| 1Y | +352.5% | -6.5% | +359.0% | +455.4% |
| All | +352.5% | -5.0% | +357.5% | +455.4% |
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