+712.1%
AEHR vs CLX
-38.5%
+750.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.1% | +1.0% |
| 7D | +9.8% | -5.7% | +15.5% | +10.4% |
| 30D | -26.7% | -17.0% | -9.7% | -25.4% |
| 3M | -8.1% | -9.7% | +1.6% | -7.3% |
| 6M | +123.1% | -19.8% | +142.9% | +128.3% |
| YTD | +369.0% | -9.8% | +378.8% | +378.9% |
| 1Y | +256.4% | -26.2% | +282.6% | +267.7% |
| 3Y | +96.4% | -36.2% | +132.6% | +100.6% |
| All | +712.1% | -38.5% | +750.6% | +719.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 5y: compounded portfolio wealth divided by compounded CLX 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…
5y analysis · Full analysis span regression · 6 months rolling