+84.9%
CL vs AEHR
+1,846.7%
-1,761.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | +2.6% | -8.5% | +11.1% | +2.5% |
| 30D | +11.8% | -29.6% | +41.4% | +11.6% |
| 3M | +5.9% | -43.9% | +49.8% | +5.7% |
| 6M | +13.3% | -38.7% | +52.1% | +13.3% |
| YTD | +27.1% | +195.0% | -167.9% | +27.7% |
| 1Y | +28.0% | +142.3% | -114.3% | +28.5% |
| 3Y | +39.4% | +143.1% | -103.8% | +40.0% |
| 5Y | +40.8% | +162.7% | -121.9% | +40.7% |
| 10Y | +84.9% | +1,940.1% | -1,855.2% | +79.0% |
| All | +84.9% | +1,846.7% | -1,761.9% | +79.0% |
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