+82.5%
XOP vs AEHR
+871.4%
-788.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +13.1% | -13.9% | -1.8% |
| 7D | +2.6% | +6.7% | -4.2% | +2.0% |
| 30D | +15.4% | -12.7% | +28.1% | +16.0% |
| 3M | +12.1% | -26.0% | +38.1% | +12.2% |
| 6M | +19.7% | +102.2% | -82.5% | +8.9% |
| YTD | +52.4% | +327.2% | -274.8% | +29.5% |
| 1Y | +47.6% | +228.1% | -180.6% | +26.9% |
| 3Y | +34.4% | +67.0% | -32.7% | +14.4% |
| 5Y | +154.4% | +928.1% | -773.7% | +76.8% |
| 10Y | +54.7% | +3,269.5% | -3,214.9% | -12.9% |
| All | +82.5% | +871.4% | -788.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling