+52.4%
XOP vs AEHR
+257.1%
-204.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | +2.6% | +9.8% | -7.1% | +2.6% |
| 30D | +9.6% | -26.7% | +36.3% | +9.6% |
| 3M | +20.4% | -8.1% | +28.5% | +20.6% |
| 6M | +19.9% | +123.1% | -103.2% | +18.7% |
| YTD | +56.4% | +369.0% | -312.6% | +44.9% |
| 1Y | +52.4% | +256.4% | -203.9% | +42.7% |
| All | +52.4% | +257.1% | -204.6% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling