0.0%
LIN vs AEE
+10.3%
-10.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -3.5% | +1.3% | -4.8% | -3.8% |
| 30D | -4.1% | -1.2% | -2.9% | -3.8% |
| 3M | -6.4% | +1.0% | -7.4% | -6.8% |
| 6M | -2.4% | -2.3% | -0.1% | -1.9% |
| YTD | +10.9% | +9.1% | +1.8% | +7.6% |
| 1Y | 0.0% | +10.6% | -10.5% | -4.8% |
| All | 0.0% | +10.3% | -10.3% | -4.8% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling