+1,730.6%
AXP vs AEE
+813.9%
+916.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.3% |
| 3M | +4.6% | +0.2% | +4.4% | +4.0% |
| 6M | +5.4% | -4.7% | +10.2% | +7.6% |
| YTD | -11.1% | +8.1% | -19.2% | -16.4% |
| 1Y | -0.3% | +8.5% | -8.9% | -6.7% |
| 3Y | +111.6% | +48.9% | +62.7% | +58.9% |
| 5Y | +117.6% | +39.9% | +77.7% | +66.4% |
| 10Y | +474.1% | +186.5% | +287.6% | +158.4% |
| All | +1,730.6% | +813.9% | +916.7% | +261.6% |
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