+60.0%
CSGP vs AEHR
+1,768.2%
-1,708.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.7% | +9.5% | +3.2% |
| 7D | +1.3% | +6.4% | -5.0% | +1.0% |
| 30D | +2.8% | -20.3% | +23.1% | +3.2% |
| 3M | -6.3% | -53.8% | +47.5% | -3.8% |
| 6M | -3.2% | -44.8% | +41.7% | -3.5% |
| YTD | -54.0% | +182.2% | -236.2% | -60.0% |
| 1Y | -54.8% | +174.7% | -229.6% | -60.7% |
| 3Y | -60.6% | +143.5% | -204.1% | -67.6% |
| 5Y | -62.6% | +129.9% | -192.5% | -71.2% |
| All | +60.0% | +1,768.2% | -1,708.2% | +0.8% |
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