+30.0%
CL vs AEHR
+861.6%
-831.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +13.1% | -14.6% | -1.3% |
| 7D | -2.2% | +6.7% | -8.9% | -2.1% |
| 30D | -4.8% | -12.7% | +7.8% | -5.0% |
| 3M | +4.9% | -26.0% | +30.9% | +5.0% |
| 6M | -5.7% | +102.2% | -107.9% | -4.5% |
| YTD | +14.4% | +327.2% | -312.9% | +17.1% |
| 1Y | +8.7% | +228.1% | -219.4% | +11.1% |
| 3Y | +30.0% | +67.0% | -37.1% | +33.7% |
| All | +30.0% | +861.6% | -831.6% | +34.5% |
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 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