+62.6%
CSGP vs AEHR
+2,129.8%
-2,067.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.6% | -0.7% |
| 7D | -7.1% | +8.1% | -15.2% | -7.6% |
| 30D | +3.6% | -15.9% | +19.5% | +3.8% |
| 3M | -2.7% | -43.9% | +41.1% | -1.1% |
| 6M | -8.1% | -37.1% | +29.0% | -8.9% |
| YTD | -55.0% | +225.8% | -280.8% | -61.2% |
| 1Y | -55.8% | +184.0% | -239.8% | -61.5% |
| 3Y | -62.0% | +168.5% | -230.5% | -68.9% |
| 5Y | -62.9% | +186.2% | -249.2% | -71.7% |
| 10Y | +62.6% | +2,078.1% | -2,015.6% | -0.5% |
| All | +62.6% | +2,129.8% | -2,067.2% | -0.5% |
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