+956.1%
XEL vs AEHR
+547.9%
+408.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.2% | -1.0% |
| 7D | +0.9% | +19.1% | -18.2% | +0.7% |
| 30D | -0.9% | -10.0% | +9.1% | -0.8% |
| 3M | -1.4% | +1.3% | -2.7% | -1.8% |
| 6M | -5.8% | +133.8% | -139.6% | -7.5% |
| YTD | +4.7% | +373.3% | -368.6% | +1.7% |
| 1Y | +9.1% | +256.2% | -247.1% | +6.1% |
| 3Y | +47.8% | +93.2% | -45.4% | +43.5% |
| 5Y | +29.0% | +793.1% | -764.1% | +20.2% |
| 10Y | +154.0% | +3,753.2% | -3,599.2% | +122.7% |
| All | +956.1% | +547.9% | +408.2% | +783.2% |
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