+102.1%
USO vs AEHR
+86.3%
+15.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.6% |
| 7D | +11.5% | +23.0% | -11.5% | +11.6% |
| 30D | +24.1% | -19.9% | +44.1% | +24.0% |
| 3M | +17.9% | +0.5% | +17.4% | +18.4% |
| 6M | +49.6% | +123.6% | -74.0% | +49.7% |
| YTD | +129.0% | +364.6% | -235.6% | +122.2% |
| 1Y | +112.0% | +255.3% | -143.3% | +106.7% |
| All | +102.1% | +86.3% | +15.8% | +80.7% |
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