-73.2%
USO vs AEHR
+1,697.8%
-1,771.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.3% | -2.4% | +2.7% |
| 7D | +3.6% | +18.5% | -15.0% | +3.0% |
| 30D | +23.8% | -11.9% | +35.7% | +24.0% |
| 3M | +8.1% | -5.0% | +13.1% | +7.4% |
| 6M | +34.3% | +155.0% | -120.7% | +27.9% |
| YTD | +111.1% | +349.7% | -238.5% | +95.9% |
| 1Y | +99.9% | +260.4% | -160.5% | +86.2% |
| 3Y | +86.5% | +83.6% | +2.9% | +72.6% |
| 5Y | +200.5% | +917.8% | -717.3% | +151.3% |
| 10Y | +66.5% | +3,517.1% | -3,450.6% | +21.9% |
| All | -73.2% | +1,697.8% | -1,771.0% | -83.5% |
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