+224.3%
CTVA vs AEE
+73.9%
+150.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.7% |
| 7D | -2.1% | +1.3% | -3.4% | -2.7% |
| 30D | +12.0% | -1.2% | +13.3% | +12.6% |
| 3M | +13.5% | +1.0% | +12.5% | +12.6% |
| 6M | +12.1% | -2.3% | +14.4% | +12.7% |
| YTD | +29.0% | +9.1% | +19.9% | +22.9% |
| 1Y | +18.9% | +10.6% | +8.3% | +12.5% |
| 3Y | +78.9% | +48.5% | +30.4% | +44.2% |
| 5Y | +105.2% | +39.9% | +65.4% | +68.1% |
| All | +224.3% | +73.9% | +150.3% | +150.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling