0.0%
LIN vs AEE
+9.5%
-9.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.0% |
| 7D | -3.5% | +0.6% | -4.1% | -3.6% |
| 30D | -4.1% | -1.9% | -2.2% | -3.6% |
| 3M | -6.4% | +0.3% | -6.7% | -6.6% |
| 6M | -2.4% | -3.0% | +0.5% | -1.7% |
| YTD | +10.9% | +8.4% | +2.6% | +7.8% |
| 1Y | 0.0% | +9.8% | -9.8% | -4.6% |
| All | 0.0% | +9.5% | -9.5% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling