+219.2%
CVX vs AEHR
+3,845.4%
-3,626.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | +2.6% | +9.8% | -7.2% | +2.3% |
| 30D | +9.8% | -26.7% | +36.6% | +10.9% |
| 3M | +16.2% | -8.1% | +24.3% | +15.4% |
| 6M | +13.6% | +123.1% | -109.4% | +7.1% |
| YTD | +44.4% | +369.0% | -324.6% | +30.1% |
| 1Y | +40.6% | +256.4% | -215.8% | +27.7% |
| 3Y | +48.2% | +96.4% | -48.2% | +33.3% |
| 5Y | +172.3% | +836.6% | -664.3% | +114.1% |
| All | +219.2% | +3,845.4% | -3,626.2% | +105.0% |
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