+3,875.0%
AEHR vs CCEP
+236.5%
+3,638.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | +23.0% | -5.7% | +28.7% | +24.9% |
| 30D | -19.9% | -3.4% | -16.5% | -19.5% |
| 3M | +0.5% | +5.5% | -5.0% | -2.9% |
| 6M | +123.6% | +2.2% | +121.3% | +118.2% |
| YTD | +364.6% | +14.6% | +350.0% | +335.8% |
| 1Y | +255.3% | +18.9% | +236.4% | +227.0% |
| 3Y | +89.7% | +82.6% | +7.1% | +47.6% |
| 5Y | +827.9% | +107.0% | +720.9% | +584.2% |
| All | +3,875.0% | +236.5% | +3,638.5% | +2,468.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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