+515.5%
AEHR vs CHD
+5,654.9%
-5,139.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.3% | +5.5% |
| 7D | +18.5% | -2.9% | +21.4% | +18.9% |
| 30D | -11.9% | -6.2% | -5.7% | -11.4% |
| 3M | -5.0% | +1.6% | -6.6% | -5.5% |
| 6M | +155.0% | -3.5% | +158.5% | +154.9% |
| YTD | +349.7% | +16.2% | +333.5% | +339.4% |
| 1Y | +260.4% | +3.4% | +257.0% | +256.5% |
| 3Y | +83.6% | +4.6% | +79.0% | +79.2% |
| 5Y | +917.8% | +21.1% | +896.7% | +859.6% |
| 10Y | +3,517.1% | +126.5% | +3,390.6% | +2,900.4% |
| All | +515.5% | +5,654.9% | -5,139.4% | +310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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