+1,697.2%
ACN vs AEE
+678.4%
+1,018.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -1.5% | +0.3% | -1.9% | -1.7% |
| 30D | +9.4% | -2.3% | +11.6% | +10.4% |
| 3M | +5.6% | +0.2% | +5.4% | +5.4% |
| 6M | -9.3% | -4.7% | -4.5% | -7.9% |
| YTD | -29.0% | +8.1% | -37.1% | -32.1% |
| 1Y | -24.7% | +8.5% | -33.2% | -28.3% |
| 3Y | -39.8% | +48.9% | -88.7% | -51.4% |
| 5Y | -40.9% | +39.9% | -80.8% | -51.3% |
| 10Y | +91.1% | +186.5% | -95.4% | +8.4% |
| All | +1,697.2% | +678.4% | +1,018.8% | +455.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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