+827.9%
AEHR vs XPO
+257.8%
+570.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.2% |
| 7D | +23.0% | -1.3% | +24.3% | +24.1% |
| 30D | -19.9% | -10.4% | -9.6% | -13.5% |
| 3M | +0.5% | -15.7% | +16.2% | +12.9% |
| 6M | +123.6% | -6.3% | +129.9% | +139.6% |
| YTD | +364.6% | +34.2% | +330.5% | +308.6% |
| 1Y | +255.3% | +39.9% | +215.4% | +203.1% |
| 3Y | +89.7% | +155.2% | -65.5% | +1.3% |
| 5Y | +827.9% | +264.7% | +563.2% | +256.1% |
| All | +827.9% | +257.8% | +570.1% | +256.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling