+1,007.9%
CL vs AEHR
+305.5%
+702.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.6% | -10.2% | +1.3% |
| 7D | +0.5% | +16.2% | -15.7% | +0.3% |
| 30D | +11.6% | -29.3% | +40.9% | +11.8% |
| 3M | +5.6% | -42.0% | +47.6% | +5.9% |
| 6M | +13.2% | -38.5% | +51.6% | +13.1% |
| YTD | +26.9% | +196.2% | -169.3% | +23.9% |
| 1Y | +27.3% | +144.3% | -117.0% | +24.6% |
| 3Y | +39.7% | +158.0% | -118.3% | +34.9% |
| 5Y | +41.3% | +144.4% | -103.1% | +34.6% |
| 10Y | +76.3% | +1,867.4% | -1,791.2% | +55.6% |
| All | +1,007.9% | +305.5% | +702.5% | +733.2% |
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