+736.3%
LUV vs AEHR
+547.9%
+188.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.3% | -5.2% | -0.3% |
| 7D | +0.7% | +19.1% | -18.4% | -0.4% |
| 30D | -13.4% | -10.0% | -3.4% | -13.2% |
| 3M | -9.6% | +1.3% | -10.9% | -10.9% |
| 6M | -8.9% | +133.8% | -142.7% | -15.3% |
| YTD | -5.2% | +373.3% | -378.5% | -16.1% |
| 1Y | +27.0% | +256.2% | -229.1% | +13.6% |
| 3Y | +39.6% | +93.2% | -53.6% | +23.5% |
| 5Y | -14.4% | +793.1% | -807.5% | -32.8% |
| 10Y | +17.3% | +3,753.2% | -3,736.0% | -20.3% |
| All | +736.3% | +547.9% | +188.5% | +365.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling