+992.3%
CL vs AEHR
+263.2%
+729.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +9.0% | -11.1% | -2.2% |
| 7D | +1.3% | -2.4% | +3.7% | +1.3% |
| 30D | +11.4% | -40.1% | +51.4% | +11.8% |
| 3M | +4.4% | -46.3% | +50.7% | +4.8% |
| 6M | +10.8% | -44.6% | +55.4% | +10.8% |
| YTD | +25.1% | +165.3% | -140.2% | +22.3% |
| 1Y | +28.0% | +126.1% | -98.2% | +25.3% |
| 3Y | +37.6% | +132.2% | -94.6% | +33.0% |
| 5Y | +39.7% | +108.3% | -68.6% | +33.3% |
| 10Y | +75.8% | +1,538.2% | -1,462.4% | +55.6% |
| All | +992.3% | +263.2% | +729.1% | +722.3% |
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