+98.9%
CB vs AEHR
+922.4%
-823.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.5% |
| 7D | -0.6% | +18.5% | -19.2% | -0.6% |
| 30D | -3.9% | -11.9% | +8.0% | -3.9% |
| 3M | +4.9% | -5.0% | +9.9% | +4.9% |
| 6M | +3.3% | +155.0% | -151.7% | +1.5% |
| YTD | +8.5% | +349.7% | -341.2% | +5.5% |
| 1Y | +22.1% | +260.4% | -238.4% | +18.8% |
| 3Y | +70.1% | +83.6% | -13.5% | +67.5% |
| All | +98.9% | +922.4% | -823.5% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling