+145.3%
AEHR vs COPX
+31.7%
+113.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.0% | -10.5% | -11.7% |
| 7D | -5.7% | -3.0% | -2.8% | -2.5% |
| 30D | -41.7% | -13.6% | -28.1% | -29.3% |
| 3M | -44.6% | -11.2% | -33.4% | -36.6% |
| 6M | -28.9% | -2.4% | -26.5% | -25.9% |
| YTD | +201.3% | +4.2% | +197.1% | +179.0% |
| 1Y | +145.3% | +32.2% | +113.2% | +61.0% |
| All | +145.3% | +31.7% | +113.6% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling