+123.9%
SBUX vs AEHR
+3,845.4%
-3,721.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | -5.5% | +9.8% | -15.3% | -6.0% |
| 30D | -8.5% | -26.7% | +18.3% | -7.1% |
| 3M | -2.9% | -8.1% | +5.2% | -3.9% |
| 6M | -1.5% | +123.1% | -124.6% | -8.9% |
| YTD | +19.4% | +369.0% | -349.6% | +4.7% |
| 1Y | +22.9% | +256.4% | -233.4% | +8.8% |
| 3Y | +11.3% | +96.4% | -85.1% | -3.3% |
| 5Y | -6.9% | +836.6% | -843.4% | -29.0% |
| All | +123.9% | +3,845.4% | -3,721.5% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling