+1,831.5%
AEHR vs CPB
-38.9%
+1,870.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.2% | -9.8% | -6.1% |
| 7D | +6.4% | -1.6% | +7.9% | +6.2% |
| 30D | -20.3% | +19.2% | -39.5% | -17.4% |
| 3M | -53.8% | -0.9% | -52.8% | -53.2% |
| 6M | -44.8% | +15.2% | -60.0% | -42.8% |
| YTD | +182.2% | -13.1% | +195.3% | +187.2% |
| 1Y | +174.7% | -22.4% | +197.2% | +178.5% |
| 3Y | +143.5% | -35.3% | +178.8% | +144.6% |
| 5Y | +129.9% | -33.0% | +162.8% | +129.5% |
| All | +1,831.5% | -38.9% | +1,870.4% | +1,867.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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