+162.7%
AEHR vs CDW
-2.4%
+165.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -2.4% |
| 7D | -8.5% | +13.1% | -21.6% | -16.4% |
| 30D | -29.6% | +19.1% | -48.7% | -38.5% |
| 3M | -43.9% | +24.7% | -68.6% | -54.4% |
| 6M | -38.7% | +63.4% | -102.1% | -63.8% |
| YTD | +195.0% | +26.3% | +168.7% | +106.2% |
| 1Y | +142.3% | +20.6% | +121.7% | +79.3% |
| 3Y | +143.1% | -16.3% | +159.5% | +168.1% |
| 5Y | +162.7% | -3.9% | +166.6% | +152.6% |
| All | +162.7% | -2.4% | +165.0% | +152.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling