+138.3%
GOOGL vs AEE
+38.5%
+99.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | -2.8% | -0.7% | -2.2% | -2.7% |
| 30D | -3.2% | -2.0% | -1.2% | -3.0% |
| 3M | -6.6% | -2.8% | -3.8% | -6.6% |
| 6M | +8.5% | -3.6% | +12.0% | +8.6% |
| YTD | +6.5% | +7.3% | -0.8% | +4.9% |
| 1Y | +39.4% | +8.7% | +30.7% | +37.0% |
| 3Y | +146.2% | +46.0% | +100.2% | +125.9% |
| 5Y | +138.3% | +39.8% | +98.6% | +123.3% |
| All | +138.3% | +38.5% | +99.8% | +123.3% |
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