+101.1%
GOOGL vs AEE
+56.4%
+44.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.1% |
| 7D | +3.9% | +1.7% | +2.2% | +3.7% |
| 30D | -14.9% | +9.7% | -24.7% | -15.8% |
| 3M | -14.6% | +5.9% | -20.5% | -15.1% |
| 6M | -26.4% | +6.7% | -33.1% | -27.2% |
| YTD | -5.3% | +17.4% | -22.7% | -7.7% |
| 1Y | +6.5% | +12.7% | -6.2% | +4.5% |
| 3Y | +126.0% | +68.2% | +57.8% | +100.9% |
| All | +101.1% | +56.4% | +44.7% | +83.3% |
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