+85.3%
CCL vs AEHR
+484.8%
-399.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -1.0% |
| 7D | -5.0% | +6.7% | -11.8% | -5.6% |
| 30D | -20.3% | -12.7% | -7.7% | -19.9% |
| 3M | -15.1% | -26.0% | +10.9% | -14.8% |
| 6M | -15.1% | +102.2% | -117.3% | -22.6% |
| YTD | -21.8% | +327.2% | -349.0% | -33.7% |
| 1Y | -24.8% | +228.1% | -252.9% | -35.4% |
| 3Y | +51.9% | +67.0% | -15.2% | +29.7% |
| 5Y | +4.0% | +928.1% | -924.1% | -24.6% |
| 10Y | -42.2% | +3,269.5% | -3,311.8% | -64.0% |
| All | +85.3% | +484.8% | -399.5% | -2.9% |
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