+82.3%
GPC vs AEE
+191.1%
-108.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.8% |
| 30D | +0.5% | -2.9% | +3.4% | +1.9% |
| 3M | +31.7% | -2.4% | +34.2% | +33.4% |
| 6M | +24.7% | -2.7% | +27.4% | +26.3% |
| YTD | +11.8% | +7.3% | +4.5% | +8.0% |
| 1Y | -3.0% | +7.5% | -10.5% | -6.6% |
| 3Y | -1.1% | +46.2% | -47.3% | -19.0% |
| 5Y | +30.5% | +39.7% | -9.2% | +8.0% |
| All | +82.3% | +191.1% | -108.9% | +21.0% |
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 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