+130.0%
CVX vs AEE
+56.4%
+73.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.4% |
| 7D | +3.4% | +1.7% | +1.7% | +3.1% |
| 30D | -1.0% | +9.7% | -10.7% | -3.0% |
| 3M | +12.2% | +5.9% | +6.3% | +10.7% |
| 6M | +20.3% | +6.7% | +13.6% | +18.4% |
| YTD | +48.3% | +17.4% | +31.0% | +42.2% |
| 1Y | +46.9% | +12.7% | +34.2% | +42.3% |
| 3Y | +73.1% | +68.2% | +4.9% | +48.6% |
| All | +130.0% | +56.4% | +73.6% | +104.4% |
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 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