+593.0%
CEG vs AEHR
+344.1%
+248.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.2% |
| 7D | +12.1% | +6.4% | +5.7% | +11.4% |
| 30D | +0.2% | -20.3% | +20.5% | +1.6% |
| 3M | +0.7% | -53.8% | +54.5% | +6.3% |
| 6M | +2.2% | -44.8% | +47.1% | +4.0% |
| YTD | -20.3% | +182.2% | -202.6% | -31.6% |
| 1Y | -16.1% | +174.7% | -190.8% | -27.8% |
| 3Y | +134.7% | +143.5% | -8.8% | +90.1% |
| All | +593.0% | +344.1% | +248.9% | +385.9% |
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 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