+416.4%
CSX vs AEHR
+2,129.8%
-1,713.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.4% | -8.8% | +1.1% |
| 7D | -0.3% | +8.1% | -8.4% | -0.8% |
| 30D | +8.7% | -15.9% | +24.6% | +9.0% |
| 3M | +4.2% | -43.9% | +48.1% | +6.2% |
| 6M | +16.7% | -37.1% | +53.8% | +16.4% |
| YTD | +44.5% | +225.8% | -181.3% | +29.9% |
| 1Y | +50.3% | +184.0% | -133.7% | +36.0% |
| 3Y | +76.3% | +168.5% | -92.2% | +52.3% |
| 5Y | +58.1% | +186.2% | -128.1% | +29.8% |
| 10Y | +416.4% | +2,078.1% | -1,661.7% | +247.0% |
| All | +416.4% | +2,129.8% | -1,713.4% | +247.0% |
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 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