+55.0%
XOP vs AEHR
+3,845.4%
-3,790.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | +2.6% | +9.8% | -7.1% | +2.0% |
| 30D | +9.6% | -26.7% | +36.3% | +11.5% |
| 3M | +20.4% | -8.1% | +28.5% | +18.9% |
| 6M | +19.9% | +123.1% | -103.2% | +8.5% |
| YTD | +56.4% | +369.0% | -312.6% | +31.5% |
| 1Y | +52.4% | +256.4% | -203.9% | +29.9% |
| 3Y | +39.9% | +96.4% | -56.5% | +17.1% |
| 5Y | +163.7% | +836.6% | -672.9% | +81.9% |
| All | +55.0% | +3,845.4% | -3,790.4% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling