+31,416.6%
AVGO vs AEE
+657.5%
+30,759.1%
-48.3%
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 | -14.4% | -2.3% | -12.2% | -13.8% |
| 3M | -14.4% | +0.2% | -14.6% | -15.1% |
| 6M | +13.1% | -4.7% | +17.9% | +14.0% |
| YTD | +3.8% | +8.1% | -4.3% | -0.2% |
| 1Y | +17.8% | +8.5% | +9.2% | +12.7% |
| 3Y | +325.3% | +48.9% | +276.4% | +251.0% |
| 5Y | +689.9% | +39.9% | +650.0% | +563.8% |
| 10Y | +2,597.0% | +186.5% | +2,410.5% | +1,521.5% |
| All | +31,416.6% | +657.5% | +30,759.1% | +9,420.7% |
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