+255.6%
XOM vs AEHR
+809.0%
-553.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.7% |
| 7D | +1.9% | +23.0% | -21.1% | +1.4% |
| 30D | +4.1% | -19.9% | +24.0% | +4.4% |
| 3M | +10.4% | +0.5% | +9.9% | +9.7% |
| 6M | +13.0% | +123.6% | -110.5% | +8.6% |
| YTD | +40.1% | +364.6% | -324.6% | +30.0% |
| 1Y | +51.1% | +255.3% | -204.2% | +41.1% |
| 3Y | +57.7% | +89.7% | -32.0% | +46.6% |
| All | +255.6% | +809.0% | -553.4% | +196.8% |
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