+427.9%
LIN vs AEE
+219.0%
+208.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +6.2% | +8.8% | -2.6% | +2.5% |
| 3M | +9.3% | +5.1% | +4.3% | +7.0% |
| 6M | +4.4% | +5.2% | -0.8% | +1.9% |
| YTD | +23.7% | +16.1% | +7.7% | +15.7% |
| 1Y | +23.5% | +10.4% | +13.0% | +17.8% |
| 3Y | +35.8% | +63.1% | -27.3% | +8.6% |
| 5Y | +65.9% | +55.6% | +10.3% | +34.4% |
| All | +427.9% | +219.0% | +208.9% | +261.3% |
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 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