+67.3%
CSGP vs AEHR
+1,804.8%
-1,737.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.6% | -9.4% | +1.7% |
| 7D | -1.8% | +16.2% | -18.0% | -2.8% |
| 30D | +5.3% | -29.3% | +34.6% | +6.4% |
| 3M | +3.3% | -42.0% | +45.3% | +4.7% |
| 6M | -4.7% | -38.5% | +33.8% | -5.6% |
| YTD | -53.5% | +196.2% | -249.8% | -59.7% |
| 1Y | -53.7% | +144.3% | -198.1% | -59.4% |
| 3Y | -59.7% | +158.0% | -217.8% | -67.0% |
| 5Y | -62.5% | +144.4% | -206.9% | -71.2% |
| 10Y | +67.3% | +1,867.4% | -1,800.2% | +4.5% |
| All | +67.3% | +1,804.8% | -1,737.5% | +4.5% |
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