+246.7%
CB vs AEHR
+1,846.7%
-1,600.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +0.7% | -8.5% | +9.2% | +0.8% |
| 30D | +8.2% | -29.6% | +37.8% | +8.5% |
| 3M | +6.3% | -43.9% | +50.2% | +6.9% |
| 6M | +16.2% | -38.7% | +54.9% | +16.0% |
| YTD | +19.3% | +195.0% | -175.7% | +13.9% |
| 1Y | +29.2% | +142.3% | -113.0% | +23.8% |
| 3Y | +71.4% | +143.1% | -71.7% | +60.3% |
| 5Y | +104.2% | +162.7% | -58.4% | +83.5% |
| 10Y | +246.7% | +1,940.1% | -1,693.4% | +165.5% |
| All | +246.7% | +1,846.7% | -1,600.1% | +165.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling