+94.5%
AEHR vs LPLA
+43.8%
+50.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.6% |
| 7D | +23.0% | -3.7% | +26.7% | +24.4% |
| 30D | -19.9% | -6.4% | -13.6% | -18.3% |
| 3M | +0.5% | +20.2% | -19.7% | -6.2% |
| 6M | +123.6% | +12.8% | +110.7% | +112.0% |
| YTD | +364.6% | -2.5% | +367.1% | +362.9% |
| 1Y | +255.3% | +1.9% | +253.4% | +249.6% |
| All | +94.5% | +43.8% | +50.7% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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