+2,377.0%
CCJ vs AEHR
+515.5%
+1,861.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.3% | -4.0% | +0.8% |
| 7D | +5.9% | +18.5% | -12.6% | +4.5% |
| 30D | +4.7% | -11.9% | +16.6% | +5.2% |
| 3M | -3.3% | -5.0% | +1.7% | -4.4% |
| 6M | -7.0% | +155.0% | -162.0% | -15.0% |
| YTD | +11.5% | +349.7% | -338.2% | -2.4% |
| 1Y | +32.3% | +260.4% | -228.1% | +16.9% |
| 3Y | +176.8% | +83.6% | +93.2% | +143.0% |
| 5Y | +351.8% | +917.8% | -566.0% | +243.5% |
| 10Y | +1,080.5% | +3,517.1% | -2,436.6% | +670.8% |
| All | +2,377.0% | +515.5% | +1,861.5% | +1,177.4% |
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