+7.0%
XLP vs AEHR
+259.8%
-252.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -0.6% |
| 7D | -1.4% | +18.5% | -20.0% | -1.1% |
| 30D | -1.3% | -11.9% | +10.6% | -1.5% |
| 3M | +1.8% | -5.0% | +6.9% | +2.3% |
| 6M | -0.8% | +155.0% | -155.8% | -0.7% |
| YTD | +9.5% | +349.7% | -340.2% | +10.5% |
| All | +7.0% | +259.8% | -252.9% | +7.5% |
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