+85.6%
XOP vs AEHR
+922.4%
-836.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | +1.3% |
| 7D | +0.6% | +18.5% | -17.9% | -0.7% |
| 30D | +16.5% | -11.9% | +28.4% | +17.0% |
| 3M | +15.7% | -5.0% | +20.7% | +13.9% |
| 6M | +19.2% | +155.0% | -135.8% | +6.6% |
| YTD | +55.0% | +349.7% | -294.7% | +31.1% |
| 1Y | +54.2% | +260.4% | -206.2% | +31.6% |
| 3Y | +35.9% | +83.6% | -47.7% | +14.9% |
| 5Y | +162.4% | +917.8% | -755.4% | +82.6% |
| 10Y | +50.2% | +3,517.1% | -3,467.0% | -15.9% |
| All | +85.6% | +922.4% | -836.8% | -12.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling