+48.8%
CAVA vs AEHR
+88.1%
-39.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.5% | +3.4% |
| 7D | -8.0% | +9.8% | -17.8% | -8.9% |
| 30D | -19.6% | -26.7% | +7.2% | -17.5% |
| 3M | -36.7% | -8.1% | -28.6% | -37.7% |
| 6M | -30.6% | +123.1% | -153.6% | -40.0% |
| YTD | -4.8% | +369.0% | -373.8% | -25.7% |
| 1Y | -13.1% | +256.4% | -269.5% | -30.8% |
| 3Y | +48.8% | +96.4% | -47.6% | +18.5% |
| All | +48.8% | +88.1% | -39.3% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 3y: compounded portfolio wealth divided by compounded AEHR 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…
3y analysis · Full analysis span regression · 6 months rolling