-0.9%
CCL vs AEE
+39.2%
-40.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.7% | -2.0% |
| 7D | -4.4% | +1.1% | -5.4% | -4.7% |
| 30D | -18.2% | 0.0% | -18.2% | -18.2% |
| 3M | -17.7% | -0.9% | -16.8% | -17.6% |
| 6M | -13.0% | -2.4% | -10.6% | -12.6% |
| YTD | -24.5% | +8.6% | -33.1% | -26.8% |
| 1Y | -26.9% | +10.2% | -37.1% | -29.7% |
| 3Y | +50.8% | +47.8% | +2.9% | +29.9% |
| 5Y | -0.9% | +40.1% | -41.0% | -15.3% |
| All | -0.9% | +39.2% | -40.1% | -15.3% |
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