+13,503.3%
GOOGL vs AEE
+467.0%
+13,036.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | -4.4% | -1.9% | -2.5% | -3.8% |
| 3M | -6.8% | +0.3% | -7.1% | -7.4% |
| 6M | +13.6% | -3.0% | +16.5% | +14.1% |
| YTD | +8.3% | +8.4% | -0.1% | +4.0% |
| 1Y | +44.9% | +9.8% | +35.2% | +38.2% |
| 3Y | +150.5% | +47.4% | +103.0% | +106.4% |
| 5Y | +137.7% | +38.9% | +98.8% | +98.6% |
| 10Y | +750.9% | +183.7% | +567.2% | +383.6% |
| All | +13,503.3% | +467.0% | +13,036.3% | +4,247.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling