+143.5%
AEHR vs LBRT
-27.1%
+170.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.7% | -7.2% |
| 7D | +6.4% | +9.2% | -2.8% | +1.6% |
| 30D | -20.3% | -27.5% | +7.2% | -4.8% |
| 3M | -53.8% | -37.9% | -15.9% | -40.1% |
| 6M | -44.8% | -60.7% | +15.9% | -12.5% |
| YTD | +182.2% | -28.5% | +210.7% | +241.1% |
| 1Y | +174.7% | -13.2% | +187.9% | +207.5% |
| 3Y | +143.5% | -28.8% | +172.3% | +164.9% |
| All | +143.5% | -27.1% | +170.6% | +164.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling