+748.5%
AEHR vs CPB
-38.4%
+786.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.8% | +3.5% | +5.9% |
| 7D | +18.5% | -8.2% | +26.8% | +15.2% |
| 30D | -11.9% | -5.6% | -6.3% | -13.1% |
| 3M | -5.0% | +3.0% | -8.0% | -2.7% |
| 6M | +155.0% | -12.7% | +167.7% | +152.1% |
| YTD | +349.7% | -18.0% | +367.7% | +342.8% |
| 1Y | +260.4% | -31.7% | +292.2% | +246.6% |
| 3Y | +83.6% | -41.0% | +124.6% | +72.6% |
| All | +748.5% | -38.4% | +786.9% | +777.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling