+36.3%
ALB vs AEE
+216.2%
-180.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.3% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -2.6% | +9.7% | -12.3% | -6.8% |
| 3M | -25.6% | +5.8% | -31.4% | -27.6% |
| 6M | -54.0% | +4.5% | -58.5% | -55.3% |
| YTD | -31.6% | +15.8% | -47.4% | -36.9% |
| 1Y | -6.6% | +10.8% | -17.3% | -12.0% |
| 3Y | -14.0% | +62.8% | -76.8% | -34.4% |
| 5Y | -62.5% | +56.1% | -118.6% | -71.2% |
| 10Y | +36.3% | +216.4% | -180.1% | -7.9% |
| All | +36.3% | +216.2% | -180.0% | -7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling