+448.7%
AXP vs AEE
+202.7%
+246.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | +0.6% | +2.1% | -1.5% | -0.3% |
| 30D | +5.8% | +11.4% | -5.6% | +0.9% |
| 3M | -6.0% | +5.0% | -11.0% | -8.1% |
| 6M | +0.3% | +4.4% | -4.1% | -2.1% |
| YTD | -12.3% | +15.4% | -27.6% | -18.7% |
| 1Y | -11.2% | +13.8% | -25.0% | -17.3% |
| 3Y | +117.0% | +58.0% | +59.0% | +70.4% |
| 5Y | +93.2% | +52.9% | +40.2% | +51.8% |
| All | +448.7% | +202.7% | +246.0% | +298.1% |
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