+1,019.2%
XLE vs AEHR
+1,215.6%
-196.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.4% | -8.6% | +1.4% |
| 7D | -0.2% | +8.1% | -8.4% | -0.7% |
| 30D | -4.0% | -15.9% | +11.9% | -3.7% |
| 3M | +4.6% | -43.9% | +48.5% | +6.3% |
| 6M | +12.3% | -37.1% | +49.4% | +12.1% |
| YTD | +44.5% | +225.8% | -181.3% | +32.0% |
| 1Y | +42.4% | +184.0% | -141.6% | +30.7% |
| 3Y | +67.0% | +168.5% | -101.5% | +47.9% |
| 5Y | +161.9% | +186.2% | -24.3% | +122.5% |
| 10Y | +173.9% | +2,078.1% | -1,904.3% | +96.8% |
| All | +1,019.2% | +1,215.6% | -196.4% | +608.7% |
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