+216.7%
CTVA vs AEHR
+5,855.3%
-5,638.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -4.5% | +9.8% | -14.3% | -4.9% |
| 30D | +11.3% | -26.7% | +38.0% | +12.4% |
| 3M | +12.3% | -8.1% | +20.4% | +11.4% |
| 6M | +7.2% | +123.1% | -115.9% | +0.9% |
| YTD | +26.0% | +369.0% | -343.0% | +13.6% |
| 1Y | +16.0% | +256.4% | -240.4% | +5.3% |
| 3Y | +73.9% | +96.4% | -22.5% | +55.6% |
| 5Y | +103.8% | +836.6% | -732.8% | +62.0% |
| All | +216.7% | +5,855.3% | -5,638.6% | +98.0% |
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