+833.1%
GLW vs AEE
+191.3%
+641.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -1.9% | -2.6% |
| 7D | +11.7% | -0.7% | +12.4% | +12.1% |
| 30D | +2.7% | -2.0% | +4.6% | +3.6% |
| 3M | -2.8% | -2.8% | 0.0% | -2.3% |
| 6M | +20.2% | -3.6% | +23.7% | +21.1% |
| YTD | +87.3% | +7.3% | +80.0% | +79.5% |
| 1Y | +119.6% | +8.7% | +110.9% | +108.7% |
| 3Y | +453.7% | +46.0% | +407.7% | +347.7% |
| 5Y | +376.1% | +39.8% | +336.3% | +287.7% |
| All | +833.1% | +191.3% | +641.8% | +549.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling