+323.0%
EXPD vs AEE
+211.4%
+111.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -7.4% | +3.0% | -10.4% | -8.3% |
| 30D | -2.1% | +11.2% | -13.3% | -5.4% |
| 3M | +5.7% | +7.0% | -1.3% | +3.3% |
| 6M | +21.4% | +5.7% | +15.7% | +18.7% |
| YTD | +27.6% | +16.2% | +11.4% | +20.4% |
| 1Y | +36.1% | +12.0% | +24.1% | +30.0% |
| 3Y | +69.9% | +63.4% | +6.5% | +40.5% |
| 5Y | +59.7% | +56.0% | +3.6% | +33.6% |
| 10Y | +323.0% | +217.4% | +105.7% | +217.0% |
| All | +323.0% | +211.4% | +111.6% | +217.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling