+147.8%
XEL vs AEHR
+3,845.4%
-3,697.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -0.3% | +9.8% | -10.1% | -0.3% |
| 30D | -3.9% | -26.7% | +22.8% | -3.8% |
| 3M | -2.8% | -8.1% | +5.3% | -2.9% |
| 6M | -5.4% | +123.1% | -128.5% | -6.0% |
| YTD | +3.8% | +369.0% | -365.2% | +2.6% |
| 1Y | +6.8% | +256.4% | -249.5% | +5.7% |
| 3Y | +45.6% | +96.4% | -50.8% | +44.2% |
| 5Y | +30.7% | +836.6% | -805.9% | +26.1% |
| All | +147.8% | +3,845.4% | -3,697.6% | +124.6% |
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