+482.4%
CSX vs AEHR
+3,460.4%
-2,978.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.1% | -1.1% |
| 7D | +0.6% | +18.5% | -17.9% | -0.3% |
| 30D | -2.3% | -11.9% | +9.7% | -2.0% |
| 3M | +4.3% | -5.0% | +9.3% | +3.2% |
| 6M | +23.4% | +155.0% | -131.6% | +14.5% |
| YTD | +36.4% | +349.7% | -313.3% | +22.0% |
| 1Y | +53.0% | +260.4% | -207.4% | +37.6% |
| 3Y | +70.6% | +83.6% | -13.0% | +51.7% |
| 5Y | +65.5% | +917.8% | -852.4% | +29.3% |
| 10Y | +482.4% | +3,517.1% | -3,034.8% | +284.3% |
| All | +482.4% | +3,460.4% | -2,978.0% | +284.3% |
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