+1,024.7%
XLE vs AEHR
+1,625.2%
-600.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -1.4% |
| 7D | +2.2% | +6.7% | -4.5% | +1.9% |
| 30D | +11.8% | -12.7% | +24.5% | +12.1% |
| 3M | +9.8% | -26.0% | +35.8% | +9.9% |
| 6M | +15.6% | +102.2% | -86.6% | +9.3% |
| YTD | +45.3% | +327.2% | -282.0% | +31.9% |
| 1Y | +48.3% | +228.1% | -179.8% | +35.6% |
| 3Y | +55.4% | +67.0% | -11.6% | +41.2% |
| 5Y | +216.1% | +928.1% | -712.0% | +153.8% |
| 10Y | +178.4% | +3,269.5% | -3,091.1% | +97.2% |
| All | +1,024.7% | +1,625.2% | -600.5% | +608.4% |
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