+332.6%
EXPD vs AEE
+205.5%
+127.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.4% |
| 7D | -5.5% | +2.3% | -7.8% | -6.2% |
| 30D | -1.9% | +11.6% | -13.5% | -5.3% |
| 3M | +6.1% | +5.5% | +0.6% | +4.2% |
| 6M | +21.6% | +6.0% | +15.6% | +18.9% |
| YTD | +27.9% | +16.6% | +11.3% | +20.6% |
| 1Y | +39.4% | +12.1% | +27.3% | +33.2% |
| 3Y | +72.7% | +64.2% | +8.4% | +42.7% |
| 5Y | +60.3% | +59.1% | +1.2% | +33.4% |
| 10Y | +332.6% | +210.2% | +122.4% | +230.1% |
| All | +332.6% | +205.5% | +127.1% | +230.1% |
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 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