+1,618.2%
CCJ vs AEHR
+286.3%
+1,331.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.7% | +5.2% | -1.0% |
| 7D | -0.8% | +6.4% | -7.2% | -1.3% |
| 30D | -13.2% | -20.3% | +7.1% | -12.2% |
| 3M | -27.6% | -53.8% | +26.1% | -24.3% |
| 6M | -38.7% | -44.8% | +6.1% | -37.6% |
| YTD | -22.7% | +182.2% | -204.9% | -30.5% |
| 1Y | -17.6% | +174.7% | -192.3% | -25.8% |
| 3Y | +62.7% | +143.5% | -80.8% | +40.7% |
| 5Y | +159.7% | +129.9% | +29.9% | +115.6% |
| 10Y | +769.3% | +1,786.8% | -1,017.4% | +490.3% |
| All | +1,618.2% | +286.3% | +1,331.8% | +809.9% |
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 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