+271.4%
CLF vs AEHR
+346.0%
-74.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.4% | -8.2% | +1.2% |
| 7D | +2.3% | +8.1% | -5.8% | +1.6% |
| 30D | +1.9% | -15.9% | +17.8% | +3.0% |
| 3M | +5.9% | -43.9% | +49.7% | +10.3% |
| 6M | +16.9% | -37.1% | +54.0% | +18.0% |
| YTD | -1.1% | +225.8% | -226.9% | -15.5% |
| 1Y | +28.8% | +184.0% | -155.2% | +11.2% |
| 3Y | -20.6% | +168.5% | -189.1% | -34.5% |
| 5Y | -41.5% | +186.2% | -227.8% | -54.3% |
| 10Y | +87.5% | +2,078.1% | -1,990.6% | +14.3% |
| All | +271.4% | +346.0% | -74.5% | +90.1% |
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