+210.0%
SHEL vs AEHR
+3,845.4%
-3,635.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | +4.1% | +9.8% | -5.7% | +3.7% |
| 30D | +8.4% | -26.7% | +35.1% | +9.6% |
| 3M | +13.7% | -8.1% | +21.8% | +12.8% |
| 6M | +12.7% | +123.1% | -110.4% | +5.8% |
| YTD | +35.3% | +369.0% | -333.7% | +21.3% |
| 1Y | +39.4% | +256.4% | -217.0% | +25.9% |
| 3Y | +71.5% | +96.4% | -24.9% | +53.4% |
| 5Y | +195.0% | +836.6% | -641.6% | +130.8% |
| All | +210.0% | +3,845.4% | -3,635.4% | +99.6% |
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