+55.6%
CVS vs AEHR
+89.8%
-34.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -0.8% |
| 7D | -1.9% | +19.1% | -21.0% | -2.1% |
| 30D | -0.3% | -10.0% | +9.7% | -0.2% |
| 3M | -1.1% | +1.3% | -2.4% | -1.5% |
| 6M | +23.7% | +133.8% | -110.1% | +20.6% |
| YTD | +23.0% | +373.3% | -350.3% | +17.9% |
| 1Y | +37.2% | +256.2% | -219.0% | +32.0% |
| All | +55.6% | +89.8% | -34.2% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling