+3,912.3%
AEHR vs XPO
+1,516.3%
+2,396.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +9.8% | -5.7% | +15.4% | +12.4% |
| 30D | -26.7% | -12.8% | -13.9% | -22.0% |
| 3M | -8.1% | -20.0% | +11.9% | +1.5% |
| 6M | +123.1% | -6.0% | +129.1% | +134.1% |
| YTD | +369.0% | +34.0% | +334.9% | +332.5% |
| 1Y | +256.4% | +35.6% | +220.8% | +226.5% |
| 3Y | +96.4% | +152.3% | -55.9% | +37.8% |
| 5Y | +836.6% | +264.4% | +572.2% | +448.4% |
| All | +3,912.3% | +1,516.3% | +2,396.0% | +1,970.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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