+36.1%
CCL vs AEE
+56.1%
-19.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | +16.5% | +9.7% | +6.7% | +12.9% |
| 3M | +11.2% | +5.8% | +5.4% | +9.1% |
| 6M | +22.6% | +4.5% | +18.1% | +20.5% |
| YTD | +2.6% | +15.8% | -13.2% | -2.9% |
| 1Y | +17.0% | +10.8% | +6.2% | +12.4% |
| 3Y | +145.5% | +62.8% | +82.8% | +102.6% |
| 5Y | +36.1% | +56.1% | -20.0% | +10.2% |
| All | +36.1% | +56.1% | -19.9% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling