+3,856.4%
CHRW vs AEHR
+260.4%
+3,595.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.4% | -6.7% | +3.3% |
| 7D | -0.1% | +8.1% | -8.2% | -0.4% |
| 30D | -4.3% | -15.9% | +11.6% | -4.0% |
| 3M | -7.4% | -43.9% | +36.4% | -6.2% |
| 6M | -20.7% | -37.1% | +16.4% | -20.7% |
| YTD | -15.9% | +225.8% | -241.7% | -21.0% |
| 1Y | -9.9% | +184.0% | -193.9% | -15.1% |
| 3Y | +79.0% | +168.5% | -89.5% | +64.3% |
| 5Y | +61.3% | +186.2% | -124.9% | +44.2% |
| 10Y | +128.5% | +2,078.1% | -1,949.6% | +82.8% |
| All | +3,856.4% | +260.4% | +3,595.9% | +2,838.5% |
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