+65.9%
LIN vs AEE
+56.1%
+9.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +6.2% | +8.8% | -2.6% | +3.0% |
| 3M | +9.3% | +5.1% | +4.3% | +7.4% |
| 6M | +4.4% | +5.2% | -0.8% | +2.3% |
| YTD | +23.7% | +16.1% | +7.7% | +16.8% |
| 1Y | +23.5% | +10.4% | +13.0% | +18.6% |
| 3Y | +35.8% | +63.1% | -27.3% | +11.9% |
| 5Y | +65.9% | +55.6% | +10.3% | +41.1% |
| All | +65.9% | +56.1% | +9.8% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling