+127.0%
AEHR vs LPLA
+80.3%
+46.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.7% | -6.7% |
| 7D | +6.4% | -0.9% | +7.3% | +7.0% |
| 30D | -20.3% | -9.5% | -10.8% | -17.1% |
| 3M | -53.8% | -21.9% | -31.9% | -48.3% |
| 6M | -44.8% | -2.6% | -42.2% | -45.8% |
| YTD | +182.2% | -17.8% | +200.0% | +201.0% |
| 1Y | +174.7% | -21.2% | +195.9% | +201.5% |
| 3Y | +143.5% | +30.6% | +112.9% | +77.4% |
| All | +127.0% | +80.3% | +46.7% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling