+1,026.7%
CDNS vs AEHR
+3,808.7%
-2,782.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.3% |
| 7D | -6.5% | +23.0% | -29.5% | -8.5% |
| 30D | -13.0% | -19.9% | +6.9% | -11.7% |
| 3M | -26.0% | +0.5% | -26.5% | -27.8% |
| 6M | -2.8% | +123.6% | -126.4% | -13.9% |
| YTD | -8.8% | +364.6% | -373.5% | -25.9% |
| 1Y | -15.8% | +255.3% | -271.2% | -30.4% |
| 3Y | +19.7% | +89.7% | -70.0% | -2.9% |
| 5Y | +70.8% | +827.9% | -757.1% | +13.5% |
| All | +1,026.7% | +3,808.7% | -2,782.0% | +511.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling