+1,022.5%
LEN vs AEE
+822.6%
+199.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.8% | -4.4% |
| 7D | -2.9% | +1.3% | -4.2% | -3.6% |
| 30D | -8.9% | -1.2% | -7.6% | -8.3% |
| 3M | -10.9% | +1.0% | -11.9% | -11.6% |
| 6M | -19.7% | -2.3% | -17.4% | -18.9% |
| YTD | -20.6% | +9.1% | -29.7% | -24.7% |
| 1Y | -42.4% | +10.6% | -53.0% | -45.9% |
| 3Y | -26.5% | +48.5% | -75.0% | -43.0% |
| 5Y | -10.9% | +39.9% | -50.8% | -29.4% |
| 10Y | +100.6% | +185.7% | -85.1% | -2.2% |
| All | +1,022.5% | +822.6% | +199.8% | +204.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling