+3,682.3%
CLS vs AEHR
+976.1%
+2,706.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.1% |
| 7D | +20.1% | +19.1% | +1.0% | +15.9% |
| 30D | +6.0% | -10.0% | +16.1% | +7.3% |
| 3M | -10.3% | +1.3% | -11.6% | -13.2% |
| 6M | +24.5% | +133.8% | -109.3% | +2.5% |
| YTD | +12.9% | +373.3% | -360.5% | -18.6% |
| 1Y | +36.7% | +256.2% | -219.5% | +2.0% |
| 3Y | +1,328.1% | +93.2% | +1,234.8% | +921.9% |
| 5Y | +3,682.3% | +793.1% | +2,889.2% | +1,877.3% |
| All | +3,682.3% | +976.1% | +2,706.2% | +1,877.3% |
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 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