+607.3%
CEG vs AEHR
+631.2%
-23.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.5% |
| 7D | +0.3% | +23.0% | -22.7% | -1.6% |
| 30D | +2.9% | -19.9% | +22.8% | +4.4% |
| 3M | +18.2% | +0.5% | +17.7% | +15.7% |
| 6M | -9.5% | +123.6% | -133.1% | -18.8% |
| YTD | -18.7% | +364.6% | -383.3% | -32.5% |
| 1Y | -10.1% | +255.3% | -265.5% | -24.1% |
| 3Y | +168.3% | +89.7% | +78.6% | +120.5% |
| All | +607.3% | +631.2% | -23.9% | +379.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling