+2,142.0%
CB vs AEHR
+484.8%
+1,657.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.1% | -15.0% | -2.3% |
| 7D | +0.5% | +6.7% | -6.3% | +0.3% |
| 30D | -3.1% | -12.7% | +9.6% | -2.9% |
| 3M | +9.0% | -26.0% | +35.0% | +8.9% |
| 6M | +2.9% | +102.2% | -99.4% | -1.1% |
| YTD | +10.1% | +327.2% | -317.1% | +2.8% |
| 1Y | +22.8% | +228.1% | -205.3% | +15.1% |
| 3Y | +73.8% | +67.0% | +6.8% | +62.2% |
| 5Y | +99.2% | +928.1% | -829.0% | +67.8% |
| 10Y | +218.2% | +3,269.5% | -3,051.3% | +140.2% |
| All | +2,142.0% | +484.8% | +1,657.2% | +1,319.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling