+44.0%
XLP vs AEHR
+126.8%
-82.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.7% | +8.1% | +1.4% |
| 7D | +2.5% | +6.4% | -3.8% | +2.5% |
| 30D | +7.3% | -20.3% | +27.6% | +7.4% |
| 3M | +8.1% | -53.8% | +61.9% | +8.4% |
| 6M | +10.5% | -44.8% | +55.3% | +10.5% |
| YTD | +21.2% | +182.2% | -161.0% | +17.6% |
| 1Y | +22.7% | +174.7% | -152.0% | +19.1% |
| 3Y | +44.8% | +143.5% | -98.7% | +38.3% |
| All | +44.0% | +126.8% | -82.8% | +33.6% |
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