+431.5%
LIN vs AEP
+207.1%
+224.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.1% | +2.9% | -0.8% | +1.1% |
| 30D | +6.8% | +3.2% | +3.6% | +5.5% |
| 3M | +10.4% | +3.8% | +6.6% | +8.7% |
| 6M | +3.2% | +2.5% | +0.7% | +1.9% |
| YTD | +24.6% | +15.5% | +9.1% | +17.4% |
| 1Y | +24.4% | +9.6% | +14.8% | +19.5% |
| 3Y | +36.7% | +91.2% | -54.4% | +3.7% |
| 5Y | +67.0% | +88.2% | -21.2% | +26.1% |
| All | +431.5% | +207.1% | +224.3% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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