+38.5%
XLC vs AEHR
+792.3%
-753.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.9% | -1.0% |
| 7D | -1.4% | +19.1% | -20.5% | -2.7% |
| 30D | -0.9% | -10.0% | +9.1% | -0.7% |
| 3M | -0.3% | +1.3% | -1.6% | -2.3% |
| 6M | -5.2% | +133.8% | -138.9% | -14.6% |
| YTD | -5.3% | +373.3% | -378.6% | -20.6% |
| 1Y | -2.8% | +256.2% | -259.0% | -17.4% |
| 3Y | +71.2% | +93.2% | -22.0% | +45.0% |
| All | +38.5% | +792.3% | -753.8% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling