+100.9%
AAOI vs CDW
+13.2%
+87.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +12.7% | -20.0% | -8.7% |
| 7D | -27.9% | +3.7% | -31.7% | -27.9% |
| 30D | -51.2% | +26.0% | -77.3% | -52.6% |
| 3M | -55.0% | +10.1% | -65.1% | -55.4% |
| 6M | -65.7% | +26.1% | -91.8% | -66.1% |
| YTD | +70.0% | +25.9% | +44.2% | +80.9% |
| 1Y | +100.9% | +21.5% | +79.4% | +133.6% |
| All | +100.9% | +13.2% | +87.7% | +133.6% |
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