+465.4%
AXP vs AEE
+183.3%
+282.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | +0.3% | -2.4% | -2.3% |
| 30D | -6.5% | -2.3% | -4.3% | -5.6% |
| 3M | +4.6% | +0.2% | +4.4% | +4.2% |
| 6M | +5.4% | -4.7% | +10.2% | +7.0% |
| YTD | -11.1% | +8.1% | -19.2% | -15.1% |
| 1Y | -0.3% | +8.5% | -8.9% | -5.1% |
| 3Y | +111.6% | +48.9% | +62.7% | +70.5% |
| 5Y | +117.6% | +39.9% | +77.7% | +78.4% |
| All | +465.4% | +183.3% | +282.1% | +302.3% |
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