+3,694.6%
LIN vs AEE
+875.2%
+2,819.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | +3.6% | +2.4% | +1.2% | +2.5% |
| 30D | +6.4% | +10.9% | -4.6% | +1.2% |
| 3M | +6.5% | +4.3% | +2.2% | +4.2% |
| 6M | +4.9% | +2.5% | +2.4% | +3.2% |
| YTD | +23.4% | +15.3% | +8.1% | +14.5% |
| 1Y | +26.3% | +14.6% | +11.8% | +17.4% |
| 3Y | +38.0% | +57.5% | -19.5% | +8.2% |
| 5Y | +68.0% | +52.9% | +15.1% | +32.0% |
| 10Y | +437.1% | +205.0% | +232.1% | +185.0% |
| All | +3,694.6% | +875.2% | +2,819.4% | +898.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling