+128.8%
XLP vs AEHR
+1,804.8%
-1,676.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.6% | -10.7% | +0.8% |
| 7D | +0.1% | +16.2% | -16.1% | -0.1% |
| 30D | +8.9% | -29.3% | +38.3% | +9.2% |
| 3M | +7.5% | -42.0% | +49.5% | +7.9% |
| 6M | +9.4% | -38.5% | +47.9% | +9.3% |
| YTD | +19.3% | +196.2% | -177.0% | +15.5% |
| 1Y | +21.7% | +144.3% | -122.6% | +18.2% |
| 3Y | +44.0% | +158.0% | -114.1% | +37.3% |
| 5Y | +42.8% | +144.4% | -101.6% | +33.6% |
| 10Y | +128.8% | +1,867.4% | -1,738.7% | +99.2% |
| All | +128.8% | +1,804.8% | -1,676.0% | +99.2% |
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