+43.1%
CSCO vs AEIS
+6.8%
+36.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.8% | +1.7% |
| 7D | -2.8% | +9.5% | -12.2% | -4.6% |
| 30D | -12.6% | -17.5% | +4.9% | -10.1% |
| 3M | -16.0% | -29.3% | +13.3% | -11.4% |
| 6M | +2.8% | -34.7% | +37.6% | +8.2% |
| YTD | +33.2% | +10.7% | +22.5% | +30.3% |
| 1Y | +43.1% | +7.4% | +35.7% | +40.9% |
| All | +43.1% | +6.8% | +36.3% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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