+2,303.0%
CB vs AEHR
+263.2%
+2,039.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +9.0% | -10.7% | -2.0% |
| 7D | +0.2% | -2.4% | +2.7% | +0.1% |
| 30D | +9.1% | -40.1% | +49.1% | +10.3% |
| 3M | +3.4% | -46.3% | +49.7% | +4.6% |
| 6M | +14.1% | -44.6% | +58.7% | +14.1% |
| YTD | +18.0% | +165.3% | -147.3% | +11.2% |
| 1Y | +30.1% | +126.1% | -96.0% | +23.1% |
| 3Y | +71.8% | +132.2% | -60.4% | +57.4% |
| 5Y | +101.8% | +108.3% | -6.4% | +79.7% |
| 10Y | +252.1% | +1,538.2% | -1,286.1% | +171.2% |
| All | +2,303.0% | +263.2% | +2,039.8% | +1,435.3% |
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