+1,008.3%
CVS vs AEHR
+515.5%
+492.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -0.8% |
| 7D | -1.6% | +18.5% | -20.1% | -2.0% |
| 30D | +0.4% | -11.9% | +12.3% | +0.5% |
| 3M | -0.4% | -5.0% | +4.6% | -0.9% |
| 6M | +25.1% | +155.0% | -129.8% | +21.0% |
| YTD | +23.9% | +349.7% | -325.8% | +17.7% |
| 1Y | +41.1% | +260.4% | -219.3% | +34.4% |
| 3Y | +63.6% | +83.6% | -20.0% | +55.3% |
| 5Y | +31.5% | +917.8% | -886.3% | +16.7% |
| 10Y | +40.5% | +3,517.1% | -3,476.6% | +15.2% |
| All | +1,008.3% | +515.5% | +492.8% | +778.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling