+4,482.3%
AEHR vs CDW
+1,014.9%
+3,467.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.9% |
| 7D | -8.5% | +13.1% | -21.6% | -14.5% |
| 30D | -29.6% | +19.1% | -48.7% | -36.2% |
| 3M | -43.9% | +24.7% | -68.6% | -51.6% |
| 6M | -38.7% | +63.4% | -102.1% | -56.7% |
| YTD | +195.0% | +26.3% | +168.7% | +134.2% |
| 1Y | +142.3% | +20.6% | +121.7% | +98.5% |
| 3Y | +143.1% | -16.3% | +159.5% | +155.1% |
| 5Y | +162.7% | -3.9% | +166.6% | +163.8% |
| 10Y | +1,940.1% | +331.5% | +1,608.6% | +1,138.1% |
| All | +4,482.3% | +1,014.9% | +3,467.4% | +2,707.6% |
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 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