+163.9%
CCJ vs AEHR
+126.8%
+37.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.7% | +5.2% | -0.4% |
| 7D | -0.8% | +6.4% | -7.2% | -1.9% |
| 30D | -13.2% | -20.3% | +7.1% | -11.2% |
| 3M | -27.6% | -53.8% | +26.1% | -20.5% |
| 6M | -38.7% | -44.8% | +6.1% | -36.8% |
| YTD | -22.7% | +182.2% | -204.9% | -39.6% |
| 1Y | -17.6% | +174.7% | -192.3% | -35.4% |
| 3Y | +62.7% | +143.5% | -80.8% | +16.2% |
| All | +163.9% | +126.8% | +37.1% | +46.9% |
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