+3,030.7%
AEHR vs LBRT
+38.7%
+2,992.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.9% | +1.3% | +4.1% |
| 7D | +18.5% | +6.9% | +11.6% | +16.4% |
| 30D | -11.9% | +7.8% | -19.7% | -13.3% |
| 3M | -5.0% | -25.3% | +20.2% | +3.2% |
| 6M | +155.0% | -19.6% | +174.5% | +170.0% |
| YTD | +349.7% | +17.2% | +332.5% | +333.4% |
| 1Y | +260.4% | +114.1% | +146.3% | +195.6% |
| 3Y | +83.6% | +27.0% | +56.6% | +66.4% |
| 5Y | +917.8% | +128.3% | +789.5% | +707.0% |
| All | +3,030.7% | +38.7% | +2,992.0% | +2,014.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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