+983.6%
AAOI vs CDW
+581.5%
+402.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.8% | -2.3% |
| 7D | +4.7% | -4.2% | +8.9% | +7.1% |
| 30D | -18.7% | +4.9% | -23.6% | -22.1% |
| 3M | -33.7% | +7.3% | -41.0% | -39.3% |
| 6M | -2.4% | +19.2% | -21.6% | -18.6% |
| YTD | +209.6% | +6.2% | +203.4% | +172.2% |
| 1Y | +355.0% | -14.0% | +369.0% | +370.9% |
| 3Y | +814.7% | -30.0% | +844.6% | +1,012.3% |
| 5Y | +1,298.1% | -23.6% | +1,321.6% | +1,505.9% |
| 10Y | +449.8% | +269.4% | +180.4% | +164.5% |
| All | +983.6% | +581.5% | +402.2% | +330.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling