+619.7%
SHEL vs AEHR
+515.5%
+104.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.3% | -2.7% | +2.4% |
| 7D | +1.9% | +18.5% | -16.6% | +1.2% |
| 30D | +8.7% | -11.9% | +20.6% | +8.9% |
| 3M | +11.0% | -5.0% | +16.0% | +10.1% |
| 6M | +14.6% | +155.0% | -140.4% | +8.3% |
| YTD | +33.3% | +349.7% | -316.4% | +22.5% |
| 1Y | +37.9% | +260.4% | -222.6% | +27.2% |
| 3Y | +69.7% | +83.6% | -13.9% | +55.8% |
| 5Y | +190.2% | +917.8% | -727.7% | +140.7% |
| 10Y | +197.0% | +3,517.1% | -3,320.1% | +120.4% |
| All | +619.7% | +515.5% | +104.2% | +400.5% |
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 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