+416.0%
AAOI vs CDW
+300.6%
+115.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.8% | -5.8% | -3.2% |
| 7D | -0.2% | +0.9% | -1.1% | -1.3% |
| 30D | -23.7% | +13.1% | -36.8% | -30.7% |
| 3M | -39.0% | +19.7% | -58.7% | -48.3% |
| 6M | -17.0% | +30.7% | -47.8% | -35.7% |
| YTD | +202.2% | +14.7% | +187.5% | +150.0% |
| 1Y | +292.4% | -5.3% | +297.7% | +279.9% |
| 3Y | +804.4% | -23.8% | +828.2% | +946.5% |
| 5Y | +1,318.0% | -16.8% | +1,334.8% | +1,440.4% |
| All | +416.0% | +300.6% | +115.4% | +123.8% |
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