+2,463.6%
CLS vs AEHR
+854.6%
+1,609.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.7% | +1.3% | -4.7% |
| 7D | +16.3% | +6.4% | +9.9% | +15.5% |
| 30D | -25.7% | -20.3% | -5.4% | -24.0% |
| 3M | -30.9% | -53.8% | +22.9% | -25.6% |
| 6M | -35.5% | -44.8% | +9.3% | -32.7% |
| YTD | -18.7% | +182.2% | -200.9% | -28.4% |
| 1Y | -17.9% | +174.7% | -192.6% | -27.5% |
| 3Y | +838.1% | +143.5% | +694.6% | +689.8% |
| 5Y | +1,971.9% | +129.9% | +1,842.0% | +1,551.0% |
| 10Y | +1,907.9% | +1,786.8% | +121.1% | +1,100.5% |
| All | +2,463.6% | +854.6% | +1,609.0% | +845.7% |
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