+57.3%
CL vs AEHR
+3,898.3%
-3,841.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.4% |
| 7D | -2.3% | +19.1% | -21.4% | -2.2% |
| 30D | -5.5% | -10.0% | +4.5% | -5.5% |
| 3M | +0.8% | +1.3% | -0.5% | +1.0% |
| 6M | -4.2% | +133.8% | -138.0% | -3.8% |
| YTD | +13.4% | +373.3% | -359.9% | +14.1% |
| 1Y | +7.1% | +256.2% | -249.1% | +7.6% |
| 3Y | +29.0% | +93.2% | -64.2% | +30.2% |
| 5Y | +28.3% | +793.1% | -764.8% | +27.6% |
| 10Y | +57.3% | +3,753.2% | -3,695.9% | +50.9% |
| All | +57.3% | +3,898.3% | -3,841.0% | +50.9% |
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