+1,969.2%
AEHR vs CCEP
+336.4%
+1,632.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.8% | -6.4% | -7.0% |
| 7D | +24.2% | -0.3% | +24.5% | +24.3% |
| 30D | -21.2% | +11.0% | -32.2% | -23.9% |
| 3M | -52.8% | +9.2% | -62.0% | -54.4% |
| 6M | -36.9% | +27.2% | -64.1% | -43.0% |
| YTD | +202.3% | +30.3% | +172.0% | +171.7% |
| 1Y | +162.9% | +28.7% | +134.2% | +137.0% |
| 3Y | +149.1% | +109.4% | +39.7% | +85.1% |
| 5Y | +146.2% | +144.1% | +2.1% | +72.8% |
| All | +1,969.2% | +336.4% | +1,632.7% | +1,077.0% |
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