-27.2%
CCL vs AEE
+9.0%
-36.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | -4.3% | -0.7% | -3.6% | -4.2% |
| 30D | -19.0% | -2.0% | -17.0% | -18.8% |
| 3M | -13.1% | -2.8% | -10.3% | -12.8% |
| 6M | -13.3% | -3.6% | -9.7% | -12.9% |
| YTD | -25.2% | +7.3% | -32.6% | -24.1% |
| 1Y | -27.2% | +8.7% | -35.9% | -25.4% |
| All | -27.2% | +9.0% | -36.2% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling