+34.1%
XLP vs AEHR
+861.6%
-827.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +13.1% | -13.9% | -0.9% |
| 7D | -1.0% | +6.7% | -7.8% | -1.1% |
| 30D | -0.9% | -12.7% | +11.8% | -0.9% |
| 3M | +3.8% | -26.0% | +29.8% | +3.9% |
| 6M | -1.7% | +102.2% | -103.9% | -3.4% |
| YTD | +10.3% | +327.2% | -317.0% | +7.0% |
| 1Y | +7.8% | +228.1% | -220.3% | +4.8% |
| 3Y | +27.2% | +67.0% | -39.8% | +23.8% |
| All | +34.1% | +861.6% | -827.6% | +23.2% |
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 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