+256.4%
AEHR vs COPX
+73.7%
+182.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.1% |
| 7D | +9.8% | -2.3% | +12.1% | +12.5% |
| 30D | -26.7% | +0.3% | -27.0% | -28.1% |
| 3M | -8.1% | +6.8% | -14.9% | -16.6% |
| 6M | +123.1% | +7.9% | +115.1% | +102.2% |
| YTD | +369.0% | +23.7% | +345.3% | +253.4% |
| 1Y | +256.4% | +71.5% | +184.8% | +121.4% |
| All | +256.4% | +73.7% | +182.6% | +121.4% |
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