+104,172.8%
AMZN vs AEE
+813.9%
+103,358.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -3.0% | +0.3% | -3.3% | -3.1% |
| 30D | -5.2% | -2.3% | -2.9% | -4.5% |
| 3M | +1.9% | +0.2% | +1.6% | +1.5% |
| 6M | +19.2% | -4.7% | +24.0% | +20.6% |
| YTD | +12.0% | +8.1% | +3.9% | +8.7% |
| 1Y | +9.7% | +8.5% | +1.1% | +6.0% |
| 3Y | +87.2% | +48.9% | +38.3% | +60.0% |
| 5Y | +48.7% | +39.9% | +8.7% | +29.0% |
| 10Y | +569.3% | +186.5% | +382.8% | +329.0% |
| All | +104,172.8% | +813.9% | +103,358.9% | +52,923.0% |
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