+53.8%
XLE vs AEHR
+278.8%
-225.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.4% | +0.9% |
| 7D | +0.3% | +19.1% | -18.8% | +0.4% |
| 30D | +8.5% | -10.0% | +18.5% | +8.5% |
| 3M | +14.6% | +1.3% | +13.3% | +15.0% |
| 6M | +17.6% | +133.8% | -116.2% | +16.6% |
| YTD | +48.1% | +373.3% | -325.2% | +41.2% |
| 1Y | +53.8% | +256.2% | -202.4% | +47.5% |
| All | +53.8% | +278.8% | -225.0% | +47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling