+176.9%
XLE vs AEHR
+3,808.7%
-3,631.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | +0.5% | +23.0% | -22.5% | -0.5% |
| 30D | +6.6% | -19.9% | +26.5% | +7.4% |
| 3M | +12.3% | +0.5% | +11.7% | +10.8% |
| 6M | +18.4% | +123.6% | -105.2% | +10.5% |
| YTD | +47.2% | +364.6% | -317.4% | +30.6% |
| 1Y | +50.3% | +255.3% | -205.1% | +34.5% |
| 3Y | +55.3% | +89.7% | -34.4% | +37.6% |
| 5Y | +226.0% | +827.9% | -601.9% | +148.4% |
| All | +176.9% | +3,808.7% | -3,631.8% | +71.8% |
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