+1,831.5%
AEHR vs CDW
+312.7%
+1,518.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.3% |
| 7D | +6.4% | +9.3% | -3.0% | +1.2% |
| 30D | -20.3% | +14.4% | -34.7% | -26.7% |
| 3M | -53.8% | +21.4% | -75.2% | -60.1% |
| 6M | -44.8% | +72.8% | -117.6% | -64.3% |
| YTD | +182.2% | +28.0% | +154.2% | +114.7% |
| 1Y | +174.7% | +19.3% | +155.4% | +121.0% |
| 3Y | +143.5% | -15.3% | +158.8% | +155.5% |
| 5Y | +129.9% | -3.8% | +133.6% | +128.7% |
| All | +1,831.5% | +312.7% | +1,518.9% | +736.0% |
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