+8,979.0%
AEHR vs LPLA
+1,275.5%
+7,703.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.5% | +7.8% | +6.1% |
| 7D | +18.5% | -2.1% | +20.6% | +19.3% |
| 30D | -11.9% | -3.3% | -8.6% | -11.0% |
| 3M | -5.0% | +23.5% | -28.5% | -12.3% |
| 6M | +155.0% | +12.0% | +142.9% | +142.5% |
| YTD | +349.7% | -1.7% | +351.3% | +346.7% |
| 1Y | +260.4% | +3.2% | +257.2% | +251.6% |
| 3Y | +83.6% | +46.2% | +37.4% | +55.1% |
| 5Y | +917.8% | +144.9% | +772.9% | +643.4% |
| 10Y | +3,517.1% | +1,195.1% | +2,322.1% | +1,804.4% |
| All | +8,979.0% | +1,275.5% | +7,703.5% | +4,778.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling