-63.2%
CSGP vs AEHR
+107.1%
-170.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +9.0% | -13.7% | -5.1% |
| 7D | +1.3% | -2.4% | +3.7% | +1.0% |
| 30D | +10.7% | -40.1% | +50.7% | +13.1% |
| 3M | +3.3% | -46.3% | +49.6% | +5.3% |
| 6M | -10.3% | -44.6% | +34.3% | -11.2% |
| YTD | -54.6% | +165.3% | -219.9% | -62.7% |
| 1Y | -54.6% | +126.1% | -180.8% | -62.2% |
| 3Y | -60.3% | +132.2% | -192.5% | -70.3% |
| All | -63.2% | +107.1% | -170.3% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling