+158.1%
XLE vs AEHR
+154.2%
+3.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -6.7% | -8.5% | +1.8% | -6.5% |
| 30D | -4.4% | -29.6% | +25.2% | -3.5% |
| 3M | +4.0% | -43.9% | +47.9% | +5.5% |
| 6M | +13.2% | -38.7% | +51.9% | +13.0% |
| YTD | +41.9% | +195.0% | -153.1% | +27.9% |
| 1Y | +41.6% | +142.3% | -100.6% | +28.9% |
| 3Y | +64.0% | +143.1% | -79.2% | +41.8% |
| 5Y | +158.1% | +162.7% | -4.5% | +100.9% |
| All | +158.1% | +154.2% | +3.9% | +100.9% |
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