+1,604.9%
ALB vs AEE
+813.9%
+791.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | -8.1% | +0.3% | -8.4% | -8.3% |
| 30D | +6.3% | -2.3% | +8.5% | +7.5% |
| 3M | -23.6% | +0.2% | -23.8% | -24.4% |
| 6M | -24.6% | -4.7% | -19.9% | -23.2% |
| YTD | -10.3% | +8.1% | -18.4% | -15.2% |
| 1Y | +61.5% | +8.5% | +52.9% | +51.5% |
| 3Y | -34.0% | +48.9% | -82.9% | -49.3% |
| 5Y | -44.6% | +39.9% | -84.5% | -56.5% |
| 10Y | +76.1% | +186.5% | -110.4% | -14.5% |
| All | +1,604.9% | +813.9% | +791.0% | +302.6% |
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