+412.6%
CSX vs AEHR
+1,804.8%
-1,392.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.6% | -8.9% | +2.2% |
| 7D | -2.2% | +16.2% | -18.4% | -3.2% |
| 30D | +6.8% | -29.3% | +36.1% | +8.0% |
| 3M | +0.7% | -42.0% | +42.7% | +2.4% |
| 6M | +13.3% | -38.5% | +51.7% | +13.1% |
| YTD | +40.5% | +196.2% | -155.7% | +27.0% |
| 1Y | +44.7% | +144.3% | -99.6% | +31.9% |
| 3Y | +74.5% | +158.0% | -83.5% | +51.1% |
| 5Y | +52.0% | +144.4% | -92.4% | +25.7% |
| 10Y | +412.6% | +1,867.4% | -1,454.8% | +242.4% |
| All | +412.6% | +1,804.8% | -1,392.1% | +242.4% |
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