-64.8%
CSGP vs AEHR
+861.6%
-926.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +13.1% | -15.5% | -3.2% |
| 7D | -4.1% | +6.7% | -10.8% | -4.5% |
| 30D | +2.3% | -12.7% | +15.0% | +2.5% |
| 3M | -8.2% | -26.0% | +17.8% | -8.4% |
| 6M | -35.1% | +102.2% | -137.3% | -41.9% |
| YTD | -54.0% | +327.2% | -381.3% | -62.3% |
| 1Y | -65.3% | +228.1% | -293.4% | -71.2% |
| 3Y | -62.6% | +67.0% | -129.6% | -69.0% |
| All | -64.8% | +861.6% | -926.4% | -77.8% |
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