+115.0%
FCX vs AEHR
+775.9%
-660.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.8% | -4.8% | -6.3% |
| 7D | -1.9% | +23.0% | -24.9% | -5.4% |
| 30D | +3.4% | -19.9% | +23.3% | +6.3% |
| 3M | +15.0% | +0.5% | +14.5% | +10.5% |
| 6M | +14.6% | +123.6% | -108.9% | -5.9% |
| YTD | +41.2% | +364.6% | -323.4% | +1.2% |
| 1Y | +60.4% | +255.3% | -195.0% | +18.2% |
| 3Y | +88.4% | +89.7% | -1.3% | +36.6% |
| 5Y | +115.0% | +827.9% | -712.8% | +5.7% |
| All | +115.0% | +775.9% | -660.9% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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