+651.0%
BIDU vs AEE
+345.9%
+305.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.4% |
| 7D | -2.4% | +1.1% | -3.5% | -2.8% |
| 30D | -16.0% | 0.0% | -16.0% | -16.1% |
| 3M | -24.0% | -0.9% | -23.1% | -24.2% |
| 6M | -24.9% | -2.4% | -22.5% | -24.8% |
| YTD | -29.6% | +8.6% | -38.2% | -32.5% |
| 1Y | -15.2% | +10.2% | -25.3% | -19.4% |
| 3Y | -32.2% | +47.8% | -80.0% | -43.7% |
| 5Y | -43.8% | +40.1% | -83.9% | -53.3% |
| 10Y | -49.5% | +195.0% | -244.5% | -74.4% |
| All | +651.0% | +345.9% | +305.1% | +119.6% |
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