+47.2%
EXPD vs AEE
+13.9%
+33.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -2.9% |
| 7D | +0.3% | +4.7% | -4.4% | +0.8% |
| 30D | +1.8% | +13.4% | -11.6% | +3.3% |
| 3M | +8.9% | +4.1% | +4.9% | +9.4% |
| 6M | +42.2% | +2.0% | +40.2% | +42.8% |
| YTD | +33.4% | +15.6% | +17.7% | +36.1% |
| 1Y | +47.2% | +14.1% | +33.1% | +51.1% |
| All | +47.2% | +13.9% | +33.3% | +51.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling