+70.0%
SHEL vs AEHR
+86.3%
-16.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | +3.9% | +23.0% | -19.1% | +3.3% |
| 30D | +7.0% | -19.9% | +26.9% | +7.4% |
| 3M | +12.5% | +0.5% | +12.0% | +11.7% |
| 6M | +14.8% | +123.6% | -108.8% | +9.8% |
| YTD | +34.2% | +364.6% | -330.5% | +23.8% |
| 1Y | +37.0% | +255.3% | -218.3% | +27.1% |
| All | +70.0% | +86.3% | -16.3% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling