+163.4%
XOP vs AEHR
+775.9%
-612.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.4% |
| 7D | +1.6% | +23.0% | -21.4% | +0.1% |
| 30D | +9.6% | -19.9% | +29.5% | +10.8% |
| 3M | +16.9% | +0.5% | +16.4% | +14.7% |
| 6M | +24.0% | +123.6% | -99.5% | +11.4% |
| YTD | +56.2% | +364.6% | -308.4% | +29.0% |
| 1Y | +51.8% | +255.3% | -203.6% | +27.3% |
| 3Y | +37.0% | +89.7% | -52.7% | +13.4% |
| 5Y | +163.4% | +827.9% | -664.5% | +67.4% |
| All | +163.4% | +775.9% | -612.5% | +67.4% |
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