+3,231.7%
CLS vs AEHR
+1,345.2%
+1,886.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.1% | -12.3% | -0.5% |
| 7D | +4.6% | +6.7% | -2.2% | +3.7% |
| 30D | -13.9% | -12.7% | -1.2% | -13.1% |
| 3M | -26.6% | -26.0% | -0.6% | -25.4% |
| 6M | +15.4% | +102.2% | -86.8% | +5.5% |
| YTD | +5.7% | +327.2% | -321.6% | -10.6% |
| 1Y | +41.1% | +228.1% | -187.0% | +21.5% |
| 3Y | +1,228.6% | +67.0% | +1,161.5% | +1,038.7% |
| 5Y | +3,240.6% | +928.1% | +2,312.5% | +2,228.5% |
| 10Y | +2,760.3% | +3,269.5% | -509.2% | +1,513.7% |
| All | +3,231.7% | +1,345.2% | +1,886.5% | +1,079.6% |
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