-85.1%
CDE vs AEHR
+542.0%
-627.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +1.1% |
| 7D | -3.1% | +9.8% | -12.9% | -3.9% |
| 30D | +9.5% | -26.7% | +36.2% | +11.8% |
| 3M | +25.5% | -8.1% | +33.6% | +24.3% |
| 6M | -7.9% | +123.1% | -131.0% | -15.7% |
| YTD | +15.6% | +369.0% | -353.4% | -0.5% |
| 1Y | +34.0% | +256.4% | -222.3% | +17.4% |
| 3Y | +791.9% | +96.4% | +695.5% | +671.1% |
| 5Y | +197.7% | +836.6% | -638.9% | +120.3% |
| 10Y | +55.0% | +3,718.1% | -3,663.1% | -5.8% |
| All | -85.1% | +542.0% | -627.0% | -92.7% |
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