+3,264.4%
CSGP vs AEHR
+1,337.7%
+1,926.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.6% |
| 3M | -8.2% | -26.0% | +17.8% | -8.4% |
| 6M | -35.1% | +102.2% | -137.3% | -40.3% |
| YTD | -54.0% | +327.2% | -381.3% | -60.1% |
| 1Y | -65.3% | +228.1% | -293.4% | -69.6% |
| 3Y | -62.6% | +67.0% | -129.6% | -67.5% |
| 5Y | -64.8% | +928.1% | -992.9% | -74.1% |
| 10Y | +45.1% | +3,269.5% | -3,224.4% | -10.3% |
| All | +3,264.4% | +1,337.7% | +1,926.7% | +1,260.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling