+361.0%
LIN vs AEE
+183.3%
+177.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -2.3% |
| 30D | -2.4% | -2.3% | -0.1% | -1.6% |
| 3M | -5.6% | +0.2% | -5.8% | -5.9% |
| 6M | -3.4% | -4.7% | +1.4% | -1.8% |
| YTD | +13.1% | +8.1% | +5.0% | +9.1% |
| 1Y | +2.5% | +8.5% | -6.1% | -1.5% |
| 3Y | +27.6% | +48.9% | -21.3% | +6.2% |
| 5Y | +63.0% | +39.9% | +23.1% | +38.3% |
| All | +361.0% | +183.3% | +177.6% | +225.6% |
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