+1,482.0%
CVX vs AEHR
+515.5%
+966.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.7% | +0.4% |
| 7D | -0.6% | +18.5% | -19.1% | -1.2% |
| 30D | +13.4% | -11.9% | +25.4% | +13.7% |
| 3M | +11.8% | -5.0% | +16.8% | +11.0% |
| 6M | +12.4% | +155.0% | -142.5% | +6.6% |
| YTD | +41.5% | +349.7% | -308.2% | +30.6% |
| 1Y | +41.6% | +260.4% | -218.8% | +31.1% |
| 3Y | +42.2% | +83.6% | -41.4% | +31.0% |
| 5Y | +166.0% | +917.8% | -751.9% | +122.3% |
| 10Y | +207.2% | +3,517.1% | -3,309.9% | +131.1% |
| All | +1,482.0% | +515.5% | +966.4% | +994.5% |
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