+3,154.0%
CLS vs AEHR
+3,845.4%
-691.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.6% | +6.4% |
| 7D | +10.9% | +9.8% | +1.2% | +9.5% |
| 30D | +2.1% | -26.7% | +28.8% | +6.1% |
| 3M | -10.2% | -8.1% | -2.1% | -11.1% |
| 6M | +30.4% | +123.1% | -92.7% | +14.0% |
| YTD | +17.2% | +369.0% | -351.8% | -7.4% |
| 1Y | +41.0% | +256.4% | -215.4% | +14.2% |
| 3Y | +1,338.0% | +96.4% | +1,241.6% | +1,032.5% |
| 5Y | +3,860.6% | +836.6% | +3,024.0% | +2,418.7% |
| All | +3,154.0% | +3,845.4% | -691.4% | +1,502.9% |
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