+6,535.4%
AEHR vs CDW
+903.1%
+5,632.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.6% |
| 7D | +6.7% | +3.2% | +3.6% | +4.6% |
| 30D | -12.7% | +9.3% | -22.0% | -18.0% |
| 3M | -26.0% | +9.8% | -35.8% | -31.7% |
| 6M | +102.2% | +23.3% | +78.9% | +66.7% |
| YTD | +327.2% | +13.7% | +313.6% | +264.4% |
| 1Y | +228.1% | -6.5% | +234.6% | +218.0% |
| 3Y | +67.0% | -25.2% | +92.3% | +89.4% |
| 5Y | +928.1% | -19.5% | +947.6% | +1,039.1% |
| 10Y | +3,269.5% | +285.8% | +2,983.7% | +2,093.7% |
| All | +6,535.4% | +903.1% | +5,632.3% | +4,268.8% |
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 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