+73.1%
CVX vs AEHR
+136.3%
-63.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +1.7% |
| 7D | +3.4% | +6.4% | -2.9% | +3.4% |
| 30D | -1.0% | -20.3% | +19.3% | -0.9% |
| 3M | +12.2% | -53.8% | +66.0% | +12.7% |
| 6M | +20.3% | -44.8% | +65.2% | +20.4% |
| YTD | +48.3% | +182.2% | -133.9% | +39.4% |
| 1Y | +46.9% | +174.7% | -127.8% | +38.1% |
| 3Y | +73.1% | +143.5% | -70.4% | +61.3% |
| All | +73.1% | +136.3% | -63.2% | +61.3% |
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 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