+223.5%
CB vs AEHR
+3,898.3%
-3,674.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | +0.2% |
| 7D | -0.5% | +19.1% | -19.6% | -0.8% |
| 30D | -3.1% | -10.0% | +7.0% | -3.0% |
| 3M | +4.2% | +1.3% | +2.8% | +3.7% |
| 6M | +4.7% | +133.8% | -129.0% | +1.7% |
| YTD | +8.8% | +373.3% | -364.5% | +3.5% |
| 1Y | +22.6% | +256.2% | -233.5% | +17.1% |
| 3Y | +70.6% | +93.2% | -22.6% | +62.9% |
| 5Y | +99.4% | +793.1% | -693.6% | +74.0% |
| 10Y | +223.5% | +3,753.2% | -3,529.8% | +150.0% |
| All | +223.5% | +3,898.3% | -3,674.9% | +150.0% |
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