+34.2%
CVS vs AEHR
+775.9%
-741.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | -0.1% |
| 7D | -2.0% | +23.0% | -25.0% | -2.2% |
| 30D | +1.9% | -19.9% | +21.9% | +2.1% |
| 3M | -2.2% | +0.5% | -2.7% | -2.5% |
| 6M | +26.7% | +123.6% | -96.8% | +24.2% |
| YTD | +22.9% | +364.6% | -341.8% | +18.8% |
| 1Y | +32.9% | +255.3% | -222.4% | +28.8% |
| 3Y | +62.3% | +89.7% | -27.4% | +56.0% |
| 5Y | +34.2% | +827.9% | -793.7% | +24.3% |
| All | +34.2% | +775.9% | -741.7% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling