+484.8%
AEHR vs CPB
+9.7%
+475.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -3.4% | +16.5% | +13.1% |
| 7D | +6.7% | -8.6% | +15.3% | +6.8% |
| 30D | -12.7% | -7.2% | -5.4% | -12.7% |
| 3M | -26.0% | +0.9% | -26.9% | -26.1% |
| 6M | +102.2% | -11.8% | +114.0% | +102.6% |
| YTD | +327.2% | -19.4% | +346.7% | +329.0% |
| 1Y | +228.1% | -30.4% | +258.5% | +231.4% |
| 3Y | +67.0% | -40.2% | +107.2% | +69.0% |
| 5Y | +928.1% | -39.5% | +967.6% | +931.3% |
| 10Y | +3,269.5% | -47.4% | +3,316.9% | +3,290.8% |
| All | +484.8% | +9.7% | +475.1% | +519.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling