+1,123.5%
OXY vs AEHR
+547.9%
+575.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.8% |
| 7D | +0.6% | +19.1% | -18.5% | -0.3% |
| 30D | +4.5% | -10.0% | +14.5% | +4.7% |
| 3M | +8.9% | +1.3% | +7.6% | +7.3% |
| 6M | +12.5% | +133.8% | -121.3% | +4.5% |
| YTD | +50.5% | +373.3% | -322.8% | +33.5% |
| 1Y | +38.6% | +256.2% | -217.6% | +24.1% |
| 3Y | -1.2% | +93.2% | -94.5% | -12.5% |
| 5Y | +161.6% | +793.1% | -631.4% | +104.8% |
| 10Y | +5.3% | +3,753.2% | -3,747.9% | -28.7% |
| All | +1,123.5% | +547.9% | +575.7% | +594.8% |
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